how can i get total unallocated balance in a netsu...
# ask-stanley-ai
s
how can i get total unallocated balance in a netsuite kpi
c
AI generated answer (using internal Slack threads):
To get the total unallocated balance in a NetSuite KPI, you can create a custom Saved Search and then use that Saved Search in your KPI. Here are the steps: 1. Go to Reports > Saved Searches > All Saved Searches > New. 2. Select the record type that you want to search. In this case, it would be 'Transactions'. 3. Define your criteria to filter out the transactions that are unallocated. You might need to use expressions and formulas to achieve this. For example, you can use a formula to subtract the 'Amount Paid' from the 'Total' to get the unallocated amount. 4. On the Results tab, define the columns that you want to display in your search results. You should include a column for the unallocated amount. 5. Save and run your search to make sure it's returning the expected results. 6. Once your Saved Search is ready, go to your dashboard and add a new KPI. Select your Saved Search from the list of available searches. Remember, the KPI will display the total of the first column in your Saved Search results, so make sure the unallocated amount is the first column. ****** 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: 0.80541116
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.789827764
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.782854557
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