Extracting the Child Entity Customer ID from Netsuite Saved Searches Using Formulae

Описание: Learn how to efficiently extract the `customer ID` from Netsuite saved search strings using advanced formulas, ensuring flexibility with varying character lengths.
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This video is based on the question https://stackoverflow.com/q/70151074/ asked by the user 'Vernita' ( https://stackoverflow.com/u/8267774/ ) and on the answer https://stackoverflow.com/a/70183552/ provided by the user 'Pierre Plourde' ( https://stackoverflow.com/u/16522708/ ) at 'Stack Overflow' website. Thanks to these great users and Stackexchange community for their contributions.

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Extracting the Child Entity Customer ID from Netsuite Saved Searches

Navigating the world of Netsuite can sometimes feel overwhelming, particularly when it comes to working with saved searches. One common issue users face is extracting specific information from the entityid—especially when trying to identify child customers. In this guide, we will tackle the challenge of extracting the child entity's customer ID string from a complex format effectively.

The Problem at Hand

In a typical Netsuite setup, the entityid for a customer may appear as follows in the user interface: an alphanumeric value like ACC12345. However, in saved searches, this can take a different and more complex form, such as:

[[See Video to Reveal this Text or Code Snippet]]

Your goal is to extract the child's ID, represented here as ACC67895, from this string. A common formula that most users attempt is:

[[See Video to Reveal this Text or Code Snippet]]

This formula works to some extent but poses a limitation: it uses a hard-coded value of 8, which can be problematic when customer IDs are not always the same length.

The Solution: A Flexible Formula

To tackle the limitations of the original formula, we can modify our approach to yield a more adaptable solution. The concept is to extract everything from the second occurrence of 'ACC' to the next space in the string. This way, regardless of the length of the customer ID, we maintain flexibility.

Step-by-Step Breakdown

Here's the improved formula:

[[See Video to Reveal this Text or Code Snippet]]

Let's break this down for clarity:

Finding the Position: The inner INSTR finds the position of the second occurrence of 'ACC'. This defines the start point of our extraction.

Substring Extraction: The first SUBSTR retrieves everything from this position onward, allowing us to capture the full customer ID until the first space.

Final Cut-off: The outer SUBSTR then takes this result and trims it down by looking for the first space after 'ACC67895', effectively isolating just the child entity's ID.

Conclusion

Although the final formula may appear complex, it serves a crucial function by eliminating the need for a fixed character count. This solution provides a reliable way to extract varying-length customer IDs efficiently.

Final Thoughts

Working in Netsuite offers many opportunities but requires understanding the tools at your disposal. Crafting tailored formulas like the one discussed here can help you navigate and extract the data needed seamlessly. Don’t hesitate to experiment with these approaches in your own saved searches!

If you have any further questions or issues regarding Netsuite saved searches, feel free to reach out. Happy searching!