1. SCM (Supply Chain Management)
  2. Inventory Management
  3. Advanced Inventory Management
  4. Supply Planning
  5. Supply Planning Workbench
  6. Creating a Preferred Vendor Saved Search

Creating a Preferred Vendor Saved Search

To view all planning data for a supplier, NetSuite enables you to filter the planning workbench by preferred supplier. This update allows you to create your own custom item filters. However, you do not need to enter a value for every filter.

To learn more, see Step 2 Create the Saved Search.

To create a preferred vendor saved search:

  1. Go to Lists > Search > Saved Search > New.

  2. On the New Saved Search page, click Item.

  3. Enter a Search Title.

    For example, US Preferred Vendor Saved Search.

  4. (Optional) Enter an ID for the saved search. NetSuite prepends the ID with customsearch_. If you do not enter an ID, NetSuite generates one when you save.

  5. (Optional) To make the search available to use on a Search Form, check the Public box.

  6. To make this search's settings available for lists of this type of record, check the Available as List View box.

  7. To make this search's settings available for dashboard list portlets of this type of record, check the Available as Dashboard View box.

  8. (Optional) To make this search's results available to audience members as a view for sublists on lists of this kind of record, check the Available as Sublist View box.

  9. (Optional) To allow a count of and link to this search's results to be displayed in the Reminders portlet, check the Available for Reminders box.

  10. (Optional) To make this saved search's title appear as a menu option under Reports > Saved Searches, check the Show in Menu box.

  11. (Optional)

  12. In the Criteria subtab, Filter list, select Preferred Vendor.

  13. In the Saved Item Search pop-up window, select a Preferred Vendor.

  14. Click Set and then click Save.

To use a preferred vendor search in the planning workbench view:

  1. In the Planning Workbench View, enter a Planning Workbench View Name.

  2. Select a Saved Search.

    For example, US Vendor Saved Search.

  3. Select the Supply Type you want to use to filter to the workbench view.

    For example, Planned Purchase Order and Purchase Order.

  4. Enter the Relative End Date (Days) to display a specific amount of the planning horizon (instead of entire horizon).

  5. Click Save.

    The preferred vendor is displayed in the supply detail panel source column of the for purchasing related transactions.

General Notices