Hi, I have a built a saved search that would show payments and CDs that have been received for the customer. I want to bae able to also show how much was applied and the unapplied amount. Using Amount Remaining is not giving me this. Any other ideas?

AI generated answer (using internal Slack threads):

Based on the conversations, it seems that you can use the 'Amount Remaining' field to find the unapplied amount for payments. However, for Customer Deposits (CDs), 'Amount Remaining' may not work as expected because CDs apply differently compared to other transactions. To get the unapplied amount and the details for the applied amounts for CDs, you might need to do a grouped search summarizing Deposit Application(s) applied against the CD. This can be done via the Applying join. Then, you can calculate the unapplied amount by subtracting the sum of applying amounts (the total of all the Deposit Applications) from the max of CD amount. Here is a rough idea of how you can do it: 1. Set the criteria to Type=Customer Deposit and Posting=Yes. 2. In the results tab, use the fields with the (...) after them at the bottom of the field list. These are the joins. 3. Use the 'Applied to ...' join to get details of what the CD is applied to and the remaining (not applied) amount. Please note that this is a general approach and you might need to adjust it based on your specific requirements and the actual data you have. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******