Configuring a Custom Search in the Quality Management Tablet Interface

Follow this procedure to configure a custom saved search for the Quality Management tablet interface.

To configure a custom search in the Quality Management tablet interface:

  1. In NetSuite, go to Lists > Search > Saved Searches.

  2. In the Saved Searches page, beside QM Configuration, click Edit.

  3. Enter a Search Title.

  4. Click the Results subtab.

  5. On the Columns subtab, select Transaction Quantity as the Field, and then click Add.

  6. Select Item Fields... as the Field.

    The Saved Quality Inspection Queue Search window opens.

  7. Select Description from the Item Field list, and then click Add.

    The added Field displays as Item : Description.

  8. Click Save.

  9. Go to Customization > Lists, Records, & Fields > Record Types.

  10. In the Record Types page, beside QM Tablet Queue Searches, click New Record.

  11. In the QM Tablet Queue Searches page, enter a search Name.

  12. Select QM Configuration from the QM Tablet Saved Search list.

  13. Click Save.

  14. Refresh your tablet, and then click Settings.

  15. Select a Tablet Data Source.

  16. Tap OK.

Quality Management Tablet Custom Saved Search

Some customer account may create a large number of Pending and In work Inspection queues that are not shown in the Quality tablet interface causing the tablet to time out.. NetSuite enables you to create a custom saved search to reduce the number of pending or in work inspections in the queue and view the queues in the tablet.

To customize a saved search:

  1. Go to Lists > Search > Saved Searches.

  2. In the Saved Searches page, From Bundle 467593, beside QM Configuration, click Edit.

  3. In the QM Configuration page, in the Criteria subtab, in the Filter field, select Date Created.

  4. In the Saved Quality Inspection Queue Search popup window, Date Created field, select on or before.

  5. In the Quick Filters field, select ten days ago and then click Set.

  6. Change the Search Title to a name that describes this search.

  7. Click Save.

  8. Go to Customization > Lists, Records, & Fields > Lists.

  9. Click QM Tablet Search.

  10. Add a Name and then select the saved search. For example, QM Configuration.

  11. To view the Inspection Queues, go to Quality > Data Collection > Tablet.

Related Topics

General Notices