Nada Ahmed
09/25/2024, 11:53 PMCeligo AI
09/25/2024, 11:53 PMAI generated answer (using internal Slack threads):The age in the AR Aging Detail Report in NetSuite is calculated based on the difference between the current date and the invoice date. However, replicating this in a saved search can be a bit tricky due to the limitations of saved searches. Here's a possible way to reflect the same formula in a saved search: 1. Create a new saved search with the type 'Transaction'. 2. In the Criteria subtab, add the following filters: - Type = Invoice - Main Line = True - Status = Open 3. In the Results subtab, add the following fields: - Document Number - Name (customer) - Date (invoice date) - Amount Due 4. Add a Formula (Numeric) field with the following formula:
FLOOR(NVL({paymentdate},{today})-{invoicedate})
. This formula calculates the difference between the payment date (or today's date if the payment date is null) and the invoice date. The FLOOR function rounds down the result to the nearest whole number, which gives the age of the invoice in days.
Please note that this formula will give you the age of each individual invoice. If you want to get the average age of all invoices, you can set the Summary Type of the formula field to 'Average' and enable 'Show Totals' for the saved search.
Remember, this approach might not give you the exact same results as the AR Aging Detail Report, especially if you have invoices with future-dated payments. Saved searches in NetSuite are run in real-time and consider the status of transactions at the time you run the search, so they might not reflect the same data as a report that was run at a specific past date.
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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, 11:53 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847449899
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841808617
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.838941693
Celigo AI
09/25/2024, 11:53 PM