Nada Ahmed
08/28/2024, 4:39 PMCeligo AI
08/28/2024, 4:40 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that it is possible to include Days Aging buckets in the AR Aging report using standard report customization. However, this might not be straightforward and may require the use of saved searches and custom fields. One approach is to create custom fields for each aging band (0-30 days, 31-60 days, 61-90 days, 91-120 days, etc.) and use a summary saved search to calculate the open AR for that date range by summing the amount remaining. A formula like
{amountremaining} * CASE WHEN {amount} > 0 THEN 1 ELSE -1 END
can be used to handle credits.
Another approach is to create a script that calculates the aging for the past months and everything older than that. This might be more complex and require more lines of code.
Please note that these methods provide a snapshot of the AR Aging report at the time they are run, and the data may change over time.
******
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
08/28/2024, 4:40 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840694308
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837796
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834521651
Celigo AI
08/28/2024, 4:40 PM