Team,
I need your help.
NetSuite doesn't change t...
# generala
Andrii
03/03/2021, 12:02 PMTeam,
I need your help.
NetSuite doesn't change the last modified date if the Customer Balance is changed.
It is a true behavior because the balance is not data that is on the customer, it's a number calculated from other records.
During the integration process, we analyze the last modified date to track that the Customer is changed.
But in the case with Customer Balance is not possible.
Could you share your ideas on how you track changes in customer balance?
m
Mika Hakkinen
03/03/2021, 12:06 PMThinking out loud here, but the customer balance is changed every time there is a transaction (with a value, ie: invoice etc) against the customer. So perhaps a field that shows the date of the latest transaction against the customer? Filtering out estimates and SOs of course coz they dont impact the customer balance.
Mika Hakkinen
03/03/2021, 12:06 PMcustom field
a
Andrii
03/03/2021, 12:07 PMMika, could you please explain how to solve it using custom field?
Andrii
03/03/2021, 1:08 PMMika,
Could you provide an explanation, please?
m
Mika Hakkinen
03/03/2021, 3:25 PMOk, I just tested this and it works OK, but please test this and ensure it works for u too!
Mika Hakkinen
03/03/2021, 3:26 PM1. Create the saved search. I used the transaction saved search. Crtieria main line = true (and you may want to add type is NOT sales order, estimates, and other non balance impacting transactions), results - Add Date Created field, summary type = Maximum - this will give you the date of the latest transaction
Mika Hakkinen
03/03/2021, 3:28 PM2) create the custom field on your customer record. In the validation and defaulting subtab, select the search you created in step 1 under the Search dropdown. Remember to NOT Store this value
Mika Hakkinen
03/03/2021, 3:28 PMthat should work , let me know how you get on
Mika Hakkinen
03/03/2021, 3:29 PMoh i forgot in step 1 when youre creating your search you may or may not need to add an available filter (i did anyway) and I just use Name, not available for selection
Mika Hakkinen
03/03/2021, 3:29 PM@Andrii maybe not necessary the solution for u but hope that helps
a
Andrii
03/03/2021, 3:35 PMMika, thank you a lot.
It is a good point.
But so that it works, each Customer should customize their own account.
We have a lot of customers, and I am not sure that it will be convenient for them.
Does NetSuite have the API method that allows receiving Customer Balance?
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