NetSuite Tips & Tricks – Maximizing Your Global Search Results

NetSuiteTipsandTricksBy Christy Pack

Whether you are a new or experienced NetSuite user, chances are you heavily rely on the global search feature to find information quickly. Located across the top of your environment, the global search feature allows you to locate transactions, records, reports or searches by typing in just a few related characters.

NS Image

Open a New Window – Once you find the result you are searching for you can open that record or transaction in a new window. There are two ways to accomplish this: a) hold down the CTRL button on your keyboard while clicking on the result you are searching for, or b) include an extra colon “:” in the search field “ven::bank” to open another display browser with all results.

While most users can quickly find what they are looking for by typing a few characters, as the data in your environment grows this may become more difficult. NetSuite has provided several options for limiting the number of results returned by your search:

Record/Transaction Type Prefixes – Limit your search results to the specific record or transaction you need. Preface your search using one of the prefixes below:

Prefix Record/Transaction Result
‘cu’ or ‘cust’ Customer
‘v’ or ‘ven’ Vendor
‘emp’ Employee
‘inv’ Invoice
‘bill’ Vendor Bill
‘I’ Items
‘con’ Contacts
‘po’ Purchase Order
‘so’ Sales Order
‘sea’ Saved Search
‘page’ Saved Report

Inactive Record Searches – You can now use the global search feature to search for inactive records. Put a “+” after the keyword(s) to return results for both active and inactive records. For example, “v:bank+” will return a list of all active and inactive vendor records containing the word ‘bank’.

Exact Match Search – Put quotation marks (“”) around your keyword(s) to get an exact match. For example, when entering emp:John the results will return all employees with ‘John’ as part of the name. While looking for all employees with the name first name John, you will also see those with the last name Johnson. Use emp:”John” in the global search field to only pull those employees with the name John.

Non-Exact Matches for Numeric Searches – By using the wildcard character (%), you can get a list of non-exact numeric results from your search. For example, if you want to see all invoices with a transaction number including the number 134 you would search “inv:134%”. Your results would show a similar list of invoices: INV1340, INV0134

Open a New Window – Once you find the result you are searching for you can open that record or transaction in a new window. There are two ways to accomplish this: a) hold down the CTRL button on your keyboard while clicking on the result you are searching for, or b) include an extra colon “:” in the search field “ven::bank” to open another display browser with all results.