formula to calculate opening balance for customers...
# ask-stanley-ai
y
formula to calculate opening balance for customers through saved search
c
AI generated answer (using internal Slack threads):
To calculate the opening balance for customers through a saved search, you can use a formula in the saved search. However, the exact formula will depend on your specific requirements and the structure of your data. Here is 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 might use something like:
case when {account.number} = '(insert your item asset account)' then 1 else 0 end
. This formula will depend on your specific needs. 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 a more complex scenario, you might need to accommodate for locations and different transaction types. In such cases, you might find this blog post helpful: [Solving the NetSuite Cumulative Saved Search Tally Challenge](https://blog.prolecto.com/2015/05/26/solving-the-netsuite-cumulative-saved-search-tally-challenge/) Please note that this is a general approach and might need to be adjusted based on your specific needs and the structure of your data. ****** 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: 0.849581
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841916084
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833689094
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