YASSER
08/21/2024, 7:41 PMCeligo AI
08/21/2024, 7:41 PMAI 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. ****** To make an Accounts Receivable (AR) report show the customer opening balance, customer credit memo, and customer payment in separate columns, you can use a combination of standard reports and saved searches in NetSuite. 1. Standard Reports: You can use the 'Open Invoices' report (Reports > Sales > Open Invoices) to see all open invoices at a specific date. For credit memos and unapplied payments, you can use the 'A/R Aging Report'. 2. Saved Searches: If you need more flexibility and customization, you can create a transaction saved search for invoices with applied to and applying transaction. You can use formulas, conditional highlighting, and filters to make it more robust. 3. PDF Layouts: If you want to show the invoices to which the customer payment is applied to in the customer statement, you can customize your PDF layout code to include this information. Here is a sample code snippet:
html
<table class="itemtable" style="width: 100%; margin-top: 10px;"><!-- start items --><#list statement.lines as line><#if line_index==0>
<thead>
<tr>
<th colspan="3">${line.datecol@label}</th>
<th colspan="3">Due Date</th>
<th colspan="5">${line.description@label}</th>
<th colspan="4">PO#</th>
<th align="right" colspan="3">${line.charge@label}</th>
<th align="right" colspan="3">${line.payment@label}</th>
<th align="right" colspan="3">${line.balance@label}</th>
</tr>
</thead>
</#if><tr>
<td colspan="3">${line.datecol}</td>
<td colspan="3">${line.duedate}</td>
<td colspan="5">${line.description}</td>
<td colspan="4">${line.otherrefnum}</td>
<td align="right" colspan="3">${line.charge}</td>
<td align="right" colspan="3">${line.payment}</td>
<td align="right" colspan="3">${line.balance}</td>
</tr>
</#list><!-- end items --></table>
Remember, the above methods can be combined and customized according to your specific needs.Celigo AI
08/21/2024, 7:42 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822988033
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816140831
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814655185
Celigo AI
08/21/2024, 7:42 PM