Connecting Saved Searches to WFM Sales and Units Data

You can create a saved search with sales, units, and other custom info in NetSuite. Use the search to forecast shift hours and view them in WFM. Setting up forecasting in WFM helps ensure that your hours worked meet your goals.

To connect a saved search to WFM sales and units data:

1. With an Administrator role, create a saved search with the sales and units data that you want to show in WFM. For more information, see Defining a Saved Search.

   For example, your saved search may include, but is not limited to, the following:

   • Internal ID

   • Date Created

   • Date

   • Sales Effective Date

   • Location

   • Amount

   • Quantity

2. Note the search ID of the custom search you created.

3. In WFM, set up the saved search record to pull data.

   1. Go to Workforce Management.

   2. Go to Setup > NetSuite Integration > Settings.

   3. On the Configure NetSuite page, click Records.

   4. Click +Mirror new record type....

   5. On the Editing record data for new record type window, complete the required fields.

      • Record type – Enter the saved search ID.

      • Display name – Enter a name for the record, such as Sales Search.

      • Link type – Select Transaction.

      • Icon – (Optional) Select an icon for the record.

      • Name field – You may leave this as default.

      • Ordering field – You may leave this as default.

      • Include sublists – Verify that the box is checked.

      • Inactive field type – Enter isinactive.

      • Mirror this record type – Clear the box.

      • Fetch entire record – Verify that the box is checked.

   6. Click Save.

4. Add key fields to the saved search record.

   1. On the Records tab in WFM, click fields beside the record type you edited.

   2. On the Fields window for the record, click +Create new field.

   3. Create the four key fields. Refer to the following table for the fields and related configurations.

      Field	Field label	Record type	Field name	Purpose
      Location	Location	location	location	Stats location
      Sales	—	—	amount	Sales
      Units	—	—	quantity	Units
      Date and time of sale	—	—	datecreated	Date and time of sale

      For more information, see Guidelines for Creating Fields Linked to Saved Searches.

   4. On the saved search results page in NetSuite, confirm that the correct fields are mapped to date and time of sale. For more information, see Accessing a Saved Search.

   5. If the Date and Sales Effective Date columns do not coincide, adjust the field name and purpose for the Date and time of sale field in WFM.

      • Field name – Change from datecreated to trandate.

      • Purpose – Change from Date and time of sale to Date and time of sale (aggregated to daily total).

      Note:

      When you create the Date and time of sale field in WFM for sales with times, set the Purpose field to Date and time of sale (aggregated to daily total). The field will aggregate all data at a daily level.

5. To ensure that sales and units are created in the right locations, map the WFM locations to the fields.

   1. Go to Workforce Management.

   2. Go to Setup > NetSuite Integration > Locations.

      The Link Location page appears with a list of locations in WFM.

   3. Beside the location you need to link, click to search the corresponding location name in NetSuite.

   4. For each location, click Link.

6. To view the connected sales and units in WFM, go to Shifts > Weekly.

   The table displays the number of sales and units as well as other KPIs. When WFM starts to consistently gather data, you can use the actual sales or units for forecasting and labor deployment.

Guidelines for Creating Fields Linked to Saved Searches

When you create fields, keep these guidelines in mind:

• Location – Since you can pick the field and record type, you can use a subsidiary, department, or another custom category.

• Sales – If you use amount as the field name, the numbers in the Amount column of the saved search are added to get to the daily sales figure.

• Units – The field name is quantity, and this field sums up the number of units sold. To monitor the number of transactions done in a day, use the internalid as the field name.

• Date and time of sale – When this field is set, you can see the date and time of the sale, like when the sale record was created in NetSuite. Use this to group data into 15-minute periods.

General Notices