Скачать или смотреть How to Display the internalId of a Joined Record in NetSuite Saved Search

Discover how to easily display the `internalId` of a joined record in a NetSuite Saved Search, making data matching with external systems straightforward.
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Displaying the internalId of a Joined Record in NetSuite Saved Search

In the world of data management, particularly when using NetSuite, we often face the challenge of ensuring that our reports and saved searches display the necessary information in a usable format. One common requirement is to show the internalId of a joined record rather than the name. This scenario is particularly important when the information is needed to align with an external system. In this guide, we'll walk through how to achieve this goal in your NetSuite Saved Searches.

Understanding the Problem

When you're working with a Savings Search in NetSuite, you may need to display or reference the internalId of a joined record instead of its name. For instance, if you're dealing with fields such as {transaction.salesorder}, you might find that the system defaults to displaying the name of the record. However, for various integration purposes, what you really need is to display the internalId to match it with external systems.

Example Scenario

Field in Question: {transaction.salesorder}

Desired Output: The internalId of the sales order instead of its name.

The Solution: Accessing the internalId

Fortunately, there is a straightforward solution to this challenge. You can easily access the internal id for List/Record type fields in a NetSuite Saved Search by appending .id to the field name within your formula. Let’s break down the necessary steps to make this adjustment successfully.

Step-by-Step Guide

Open Your Saved Search: Start by accessing the Saved Search where you want to make the change.

Edit the Formula Field:

Rather than using just {transaction.salesorder}, apply the following formula:

[[See Video to Reveal this Text or Code Snippet]]

This formula modification instructs NetSuite to return the internalId of the referenced sales order instead of its name.

Test the Formula: After inputting the revised formula, run your saved search to verify that the output now displays the internalId as needed.

Integration Use: With the internalId displaying correctly, you can efficiently connect and match this data with your external systems.

Why This Matters

Utilizing the internalId in your reports and searches is crucial for proper data syncing and integrity when communicating with external systems. This method ensures that your reports reflect the unique identifiers that external systems demand, providing a seamless integration experience.

Conclusion

Displaying the internalId of a joined record in a NetSuite Saved Search is not only beneficial but essential for ensuring data accuracy across systems. By following the steps outlined above, you can easily modify your reports to obtain the necessary internalId rather than the default name. If you encounter any issues, remember to double-check your formula syntax and consult NetSuite's documentation for additional support.

By mastering this technique, you can enhance your reporting capabilities within NetSuite, paving the way for more efficient data handling and integration.