How to run a report of payments by sales rep that includes any applied invoices, amount of payment and amount of payment before discount was applied

AI generated answer (using internal Slack threads):

To run a report of payments by sales rep that includes any applied invoices, amount of payment, and amount of payment before discount was applied, you can create a custom saved search in NetSuite. Here's a step-by-step guide: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. In the Criteria subtab, set the following filters: - Type: Payment - Main Line: Yes 4. In the Results subtab, add the following fields: - Sales Rep - Document Number (this is the payment number) - Applied To (this will show the invoices that the payment was applied to) - Amount (this is the amount of the payment) 5. To show the amount of payment before discount was applied, you will need to create a custom field or a formula field that calculates this. Unfortunately, NetSuite does not provide this information directly. You might need to subtract the discount amount from the total payment amount. 6. Save and Run the search. Please note that this will only show payments and the invoices they were applied to. If you need to include other transaction types or more detailed information, you might need to create additional saved searches or custom reports. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******