skuruvil
12/09/2024, 10:43 PMCeligo AI
12/09/2024, 10:44 PMAI generated answer (using internal Slack threads):Based on the conversations, to create a search that shows invoices and the associated credit memos and payments to them, you can create a transaction saved search in NetSuite. Here are the steps: 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 = Invoice, Payment, Credit Memo - Main Line = True 4. In the Results subtab, add the fields you want to display. For example, you might want to include: - Name (to display the customer) - Document Number (to display the invoice, payment, or credit memo number) - Type (to distinguish between invoices, payments, and credit memos) - Amount (to display the transaction amount) - Status (to display the transaction status) 5. If you want to see the transactions that an invoice is applied to (payments and credit memos), you can add the 'Applying Transaction' field in the Results subtab. Similarly, to see the transactions that apply to an invoice (payments and credit memos), you can add the 'Applied To Transaction' field. 6. Save the search. This will give you a list of invoices, payments, and credit memos, and you can see which payments and credit memos are associated with each invoice. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
12/09/2024, 10:44 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.85342592
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.852541625
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848592162
Celigo AI
12/09/2024, 10:44 PM