How can I include main line text fields in line item results for a NetSuite transaction saved search?

Question

I'm trying to create a Transactions Saved Search in NetSuite that is filtered for line items (Main Line = False) but I want to show a field from the main line that is not available in the dropdown of fields. The specific field I'm looking for is Payment Method (paymentmethod).

Here is a similar question, the requestor is trying to do the same with the Ship Date field. I tried Nathan's solution but it returns nothing. Presumably, that is because I'm trying to run an analytic function on a text field but I am not sure.

Answer 1

Nathan's solution works for me, but only when Main Line is not set to false. This is the formula I used:

MIN/*_*/({paymentmethod}) OVER (PARTITION BY {internalid})

A more complete solution would be to create a custom field that sources from the Payment Method field and use that in your saved searches instead. It should appear on each of the line item results without the need for a formula, and even with Main Line set to false.

I'm not sure why Payment Method is a special case in this regard.

Answer 2

The Main Line field is automatically added on a transaction search. If you wish to remove it, you need add a Criteria: Main Line = False, then the line items will show up instead. Consequently, you can add Criteria: Main Line = True if you only want to show the header info of the transaction. This field is represented by the * column on your search results.