how calculate cumulative balance
# ask-stanley-ai
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how calculate cumulative balance
c
AI generated answer (using internal Slack threads):
To calculate a cumulative balance in NetSuite, you can create a Transaction Saved Search and add a running balance column. However, NetSuite does not natively support running totals in saved searches. You will need to use a workaround, such as the one suggested in the Prolecto blog post shared in the threads. Here is a brief summary of the steps: 1. Create a Transaction Saved Search. 2. In the Criteria, add 'Posting' = True. 3. Add a Formula (Numeric) field. For the formula, enter:
case when {account.number} = '(insert your item asset account)' then 1 else 0 end
. 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. However, this solution may need to be adjusted based on your specific needs, such as accommodating for different locations and transaction types. For a more detailed explanation and step-by-step guide, refer to the following blog post: [Solving the NetSuite Cumulative Saved Search Tally Challenge](https://blog.prolecto.com/2015/05/26/solving-the-netsuite-cumulative-saved-search-tally-challenge/) ****** 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: 0.797569871
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.793882906
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.788697779
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