Author: Tommy Nguyen
You have likely found saved searches to be one of the most powerful tools in NetSuite. You have likely created many in your use of NetSuite. If you have reached limitations with the ability to use standard NetSuite, consider using SQL functions as a way to expand the capabilities of NetSuite saved searches.
Leveraging SQL functions in saved searches is a great way to create custom formulas and get the data you need quickly and efficiently. One powerful SQL function to use in saved searches is the CASE WHEN statement. This function allows you to specify different conditions and assign a specific result for each condition. For example, you could use the CASE WHEN statement to create condition that categorizes customers based on their total purchases:
- CASE WHEN {transaction.amount} > 100000 THEN ‘Platinum’ WHEN{transaction.amount} > 50000 THEN ‘Gold’ WHEN {transaction.amount} >10000 THEN ‘Silver’ ELSE ‘Bronze’ END
With this formula, you can quickly categorize your customers and gain insights into their purchasing behavior. The possibilities are endless with SQL in saved searches.
By leveraging the power of SQL in saved searches, you can gain valuable insights into your business and make data-driven decisions. Whether you need to track inventory levels, monitor sales trends, or analyze customer behavior, SQL can help you get the data you need quickly and efficiently.
If you are not sure how to get started or need help with creating your SQL functions, give AI tools such as ChatGPT as a source for assistance. You can ask ChatGPT natural language queries and receive approximate, real-time answers to your questions. For example, you can use ChatGPT to help create formulas using NetSuite SQL to show month-to-date for transactions, use ChatGPT for research assistance to speed up the process to help quickly identify relevant information, and organize your research efficiently.
ChatGPT streamlines NetSuite tasks and saves time, but its responses may not always be 100% accurate. Verify suggestions before taking action, and avoid sharing proprietary company, customer, or vendor data. All interactions are retained by OpenAI for “training,” and any sensitive information your share is at risk of being disclosed by future ChatGPT queries.
