Can we determine when a vendor credit was applied ...
# ask-stanley-ai
m
Can we determine when a vendor credit was applied on a vendor bill? It is required to note the first instance when a vendor bill was first paid either via vendor payment or vendor credit. We can see the creation date of both these transactions but at what date exactly it was applied on vendor bill seems a bit tough to know. Example: vendor bill date: 01-Sep-2023, vendor credit creation Date: 10-Sep-2023, vendor credit to vendor bill application Date: 15-SEP-2023. vendor payment for remaining amount of the same vendor bill Date : 20-SEP-2023 vendor payment creation Date: 20-SEP-2023 I need to capture this 15-SEP-2023 either via saved search or script.
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems that tracking the exact date when a vendor credit was applied to a vendor bill in NetSuite is not straightforward. However, there are a few potential solutions that you could consider: 1. Saved Search or Query: You could create a saved search or query that includes the 'Applied To' or 'Applied From' fields. This would allow you to see which vendor credits have been applied to which vendor bills. However, this method might not provide the exact date when the credit was applied. 2. Script or Scheduled Workflow: Another option could be to create a script or scheduled workflow that updates the vendor bill when it is fully paid by a credit memo. This could potentially include a timestamp of when the credit was applied. 3. Complex Formula in Saved Search: A more complex solution could involve creating a formula in a saved search that writes 'YES' or 'NO' based on whether a vendor credit has been applied to a vendor bill. This would allow you to easily see which bills have had credits applied, but again, it might not provide the exact date of application. Remember, these are potential solutions and might require further customization to meet your specific needs. ****** 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: 0.846765399
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845474064
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835716903
Please provide your feedback on this answer.