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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Saved searches offer the most reliable way to extract order items data from NetSuite’s demand planning module. They preserve your search logic while providing export capabilities that NetSuite doesn’t offer natively.
Here’s how to leverage saved searches for comprehensive demand planning data extraction with automated refresh capabilities.
Import saved searches for demand planning order items using Coefficient
Coefficient excels at importing NetSuite saved searches, making it perfect for extracting order items data from your demand planning module. This method preserves all your NetSuite search logic while adding powerful export and scheduling features.
How to make it work
Step 1. Create your demand planning saved search in NetSuite.
Build a saved search targeting demand planning records with order items data. Include fields like Item, Quantity, Demand Date, Location, and Planning Period. Apply filters for specific planning horizons or item categories you need.
Step 2. Import the saved search through Coefficient.
In Coefficient, select “Import from Saved Search” and choose your demand planning search from the dropdown. This preserves all NetSuite search logic and criteria while enabling export functionality.
Step 3. Configure sorting and refresh settings.
Coefficient maintains your saved search’s sorting capabilities to organize order items by priority. Set up real-time connection to live demand planning data and configure automatic refresh schedules.
Step 4. Structure multiple searches for different scenarios.
Create separate saved searches for different planning scenarios like short-term vs. long-term demand. Use NetSuite’s search formulas to calculate planning metrics before import, then import each search separately.
Step 5. Schedule daily refreshes for current data.
Set up automatic refreshes during peak planning periods for accurate demand visibility. Schedule daily updates to keep your NetSuite planning data current without manual intervention.
Transform your demand planning data workflow
Saved search imports eliminate manual data extraction while maintaining NetSuite’s sophisticated filtering and calculation capabilities. This approach gives you the best of both worlds: NetSuite’s search power with spreadsheet analysis flexibility. Set up your saved search imports to streamline your demand planning process.
