Nada Ahmed
09/25/2024, 10:33 PMCeligo AI
09/25/2024, 10:34 PMAI generated answer (using internal Slack threads):To create an AR Aging Detail report using a saved search in NetSuite, you would need to manually recreate the report criteria in a saved search. Unfortunately, there is no direct way to convert a report into a saved search. Here are the steps you can follow: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of search you want to create. For an AR Aging report, you would likely select 'Transaction'. 3. Define your criteria. This will vary depending on your specific needs, but you will likely want to include criteria such as 'Type' (Invoice, Credit Memo, etc.), 'Status' (Open), 'Date' (within your desired aging period), and 'Main Line' (Yes). 4. Define your results. This will also vary depending on your needs, but you will likely want to include fields such as 'Name' (Customer), 'Date', 'Amount', 'Amount Due', etc. 5. If you want to group your results by customer and sort by date, you can do so in the 'Summary' section. 6. Save your search. Please note that saved searches may not be able to completely replicate the functionality of the AR Aging report, particularly the ability to run the aging as of a specific past date. The saved search will consider the status of the transactions as of the time you run the search. Also, be aware that the saved search may not include invoices with future-dated payments, while the standard AR Aging report does. You might be able to include these by using expression and nested criteria with an "OR" statement. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
09/25/2024, 10:34 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.855286896
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
09/25/2024, 10:34 PM