On the AR Aging report, can we include Days Aging ...
# ask-stanley-ai
n
On the AR Aging report, can we include Days Aging buckets? Example aging 0-30 days, 31-60, 61-90, 91-120, etc.
c
AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** Yes, it is possible to include Days Aging buckets in the AR Aging report in NetSuite. However, this might not be directly achievable through the standard AR Aging report. You can accomplish this by creating a saved search. Here's a general guideline on how you can do it: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction as the record type. 3. Define your criteria. For example, you might want to include only invoice and credit memo transactions, and only those that are open. 4. In the Results subtab, you can define what information you want to display. You can include fields like 'Name', 'Document Number', 'Date', 'Amount', 'Amount Paid', and 'Amount Remaining'. 5. To create the aging buckets, you can use a Case statement in a Formula (Numeric) field. For example, the formula might look something like this:
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CASE WHEN {today}-{duedate} BETWEEN 0 AND 30 THEN {amountremaining} END
6. You can create additional Formula (Numeric) fields for each of your aging buckets (31-60 days, 61-90 days, 91-120 days, etc.), adjusting the formula accordingly. Please note that this will give you a real-time view of your AR Aging. If you need a snapshot as of a certain date, you might need to consider a different approach, as saved searches always run with the current data.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
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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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