Imran Hasan
12/19/2024, 9:51 AMCeligo AI
12/19/2024, 9:51 AMAI generated answer (using internal Slack threads):To add a running balance column in the trial balance report in NetSuite, you would need to create a Transaction Saved Search and use a formula to calculate the running balance. Here's 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.
Please note that this is a general approach and might need to be adjusted based on your specific needs. For more complex scenarios, you might need a more complex formula.
For more detailed information, you can refer to this blog post: https://blog.prolecto.com/2015/05/26/solving-the-netsuite-cumulative-saved-search-tally-challenge/
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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
12/19/2024, 9:52 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.858789206
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813779533
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.807676852
Celigo AI
12/19/2024, 9:52 AM