On the A/R Payment History by Payment report, how ...
# ask-stanley-ai
n
On the A/R Payment History by Payment report, how can I add a column that sums a total for payment transactions without the invoice amount included?
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AI generated answer (using internal Slack threads):
In NetSuite, the A/R Payment History by Payment report does not have a built-in feature to add a column that sums a total for payment transactions without the invoice amount included. However, you can achieve this by creating a custom transaction saved search. Here are the steps to create a custom transaction saved search: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. On the Criteria subtab, set the Type to Payment. 4. On the Results subtab, add the fields you want to display. To sum the total for payment transactions, add the Amount (Payment) field and set the Summary Type to Sum. 5. To exclude the invoice amount, do not include the Amount (Invoice) field in the Results subtab. 6. Save and run the search. This will give you a list of payment transactions with a total sum, excluding the invoice amount. Please note that this is a workaround and may not perfectly fit your needs, but it should give you a good starting point. ****** 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: 0.836157203
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830226958
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.815785766
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