Jeff Greene
04/19/2025, 4:12 AMCeligo AI
04/19/2025, 4:12 AMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** The fastest way to get a period-end trial balance via any NetSuite API is to create a saved search in NetSuite that pulls the necessary data (Date / Account / Debit / Credit / YTD Debit / YTD Credit) for the desired accounting period. Once the saved search is set up, you can then use the SuiteTalk API to fetch the saved search results. Here is a high-level overview of the steps: 1. In NetSuite, create a saved search that includes the necessary fields (Date, Account, Debit, Credit, YTD Debit, YTD Credit) and filters for the desired accounting period. 2. Use the SuiteTalk API to fetch the saved search results. The
search
operation in the SuiteTalk API allows you to fetch saved search results.
Please note that the balances fetched via the API might not match with the UI due to various factors like timing of the API call, any ongoing transactions, etc. Always double-check the data and ensure it's consistent with your requirements.
Remember, this method requires you to have access to the NetSuite UI to create the saved search. If you need to fetch the data via API without doing any modifications in the UI, you might need to use the getPostingTransactionSummary
SOAP endpoint, but the balances might not match with the UI.Celigo AI
04/19/2025, 4:12 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833512247
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83244127
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.821896255
Celigo AI
04/19/2025, 4:12 AM