YASSER
10/01/2024, 12:30 PMCeligo AI
10/01/2024, 12:30 PMAI generated answer (using internal Slack threads):To create a formula for item opening balance, you can use a Transaction Saved Search. Here's a general approach: 1. Create a Transaction Saved Search. 2. In the Criteria, add 'Posting' = True. 3. Add a Formula (Numeric) field. For the formula, you can use a case statement to check for the specific item account. For example:
case when {account.number} = '(insert your item asset account)' then 1 else 0 end
.
4. Add 'Date' to your Available Filters.
5. In the Results, add 'Item' (Group) and 'Quantity' (Sum).
This will show the on hand running balance for items at all locations.
For more complex scenarios, you might need to accommodate for locations and different transaction types. You can refer to this blog post for a more detailed approach: https://blog.prolecto.com/2015/05/26/solving-the-netsuite-cumulative-saved-search-tally-challenge/
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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
10/01/2024, 12:30 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834491372
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813893199
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.811604083
Celigo AI
10/01/2024, 12:30 PM