custom a/r aging saved search that shows aging as ...
# ask-stanley-ai
n
custom a/r aging saved search that shows aging as of dec 2024 with 0 amounts removed
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems that creating a custom A/R Aging Saved Search that shows aging as of December 2024 with 0 amounts removed can be achieved by using custom fields sourced from saved searches. However, you need to be careful with the 'amount remaining' as it's always a positive value even for credits. You can handle this by using a formula like
{amountremaining} * CASE WHEN {amount} > 0 THEN 1 ELSE -1 END
. You can also use a Decode {type} to deal with different transaction types. If you have parent customers, you might end up with multiple aging periods and saved searches. To exclude the 0 amounts, you might need to add a criteria in your saved search to only include records where the amount is not equal to 0. Please note that this approach might not work for the standard A/R Aging report as it might not include invoices with future dated payments. You might need to use expressions and nested criteria with "OR" statement to include these invoices. Remember, this is a complex task and might require a good understanding of NetSuite's saved search functionality and SQL. ****** 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: 0.844541252
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831520736
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828612149
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