This week’s tip is a bit more involved, but it highlights how NetSuite can make any list view just right for you! Often when you’re working with a list of a certain type of record – say a list of Sales Orders – you are looking over all the records and searching for any that meet certain criteria, like Sales Orders to be fulfilled or billed. With custom list views, you can highlight specific records in different colors to give you at-a-glance information about the status, dollar amount, assigned sales rep, number of items, etc.
Navigate to Transaction List View
To get started, navigate to a list of Transactions, like Sales Orders. Just go to Transactions > Sales > Enter Sales Orders > List. You’ll see something like this:
Here, you can select a “View” where the arrow points to “Select Custom Views.” The view you select determines 1) the columns you see, 2) the “Available Filters” you see, and it can determine 3) the results you get. For instance, some views may filter to just Sales Orders, or you could have a view that shows Sales Orders and Invoices. In our case because of how we got here, we’re seeing the default view for Sales Orders.
Create a Custom View
Let’s create a custom view. Just click the “Customize View” button, and you should see something like this:
There’s a lot on this page. When you click “Customize View,” you’ll see some basic options for customizing the view, as highlighted in the screenshot. Let’s get to the screen where we can get the most control over what our view gives us. To do that, just click the “More Options” button.
More Customization Options
This is where you can specify different conditions for different highlighting you want to happen. In the Highlight If… sublist (in the “Highlighting” sub-tab), you can see different options for what should be highlighted, and when you click the “Add” button on that line, you’ll be able to add another highlighting rule, letting you view all the transactions you want to see in one view, while visually separating things for easy processing.
It’s Actually Just a Saved Search!
You may recognize this view as a regular Saved Search definition, and you’re right! Custom views are really just saved searches with one of the “Available as … View” boxes checked. In fact, if you wanted to make this view available on the Customer record, just add the “Customer” field as an available filter and check the box to make the “Available as Sublist View.” Or, if you want this on your dashboard, check the “Available as Dashboard View” box. I’d love to show you here how to put the search on your dashboard, but I think if I make that it’s own tip, everyone who has already checked out by this point will have a better chance of benefiting from it :).
In our final screenshot, I want to show you how my custom view turned out. I ended up adding highlighting that lets me quickly see which SOs are pending fulfillment and which are pending approval. As you can see at the bottom, we have the legend that we entered to describe what each color means.