how to customize advanced pdf to have different ag...
# ask-stanley-ai
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how to customize advanced pdf to have different aging band
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AI generated answer (using internal Slack threads):
To customize the advanced PDF to have different aging bands, you can create custom fields for each aging band. These custom fields can use a summary saved search to calculate the open AR for that date range by summing the amount remaining. Here's a general idea of how you can do it: 1. Create custom fields for each aging band. For example, you can create fields like
Current
,
Previous Month
,
Previous to Previous Month
, etc. 2. For each custom field, create a summary saved search that calculates the open AR for that date range. This can be done by summing the
amount remaining
field. 3. In the saved search, you can use a formula to handle credits. For example, you can use a formula like
{amountremaining} * CASE WHEN {amount} > 0 THEN 1 ELSE -1 END
. This formula will ensure that the amount remaining is always positive, even for credits. 4. Once you have the custom fields and saved searches set up, you can use them in your advanced PDF. You can add fields to the PDF that display the values from your custom fields. Please note that this is a general approach and you might need to adjust it based on your specific requirements and NetSuite setup. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.790411353
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.778268278
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.776715636
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