How to built pivot table for opening and closing b...
# ask-stanley-ai
p
How to built pivot table for opening and closing balance against the customer? and what are the fields comes under the dataset?
c
AI generated answer (using internal Slack threads):
To build a pivot table for opening and closing balance against the customer, you would need to use the following fields: 1. Customer: This field will identify the customer for which the balances are being calculated. 2. Opening Balance: This field will represent the balance at the start of the period. You can calculate this by taking the closing balance of the previous period. 3. Transactions: This field will represent all the transactions that occurred during the period. You can filter these transactions based on the date filter selected. 4. Closing Balance: This field will represent the balance at the end of the period. You can calculate this by adding the opening balance and the transactions. In NetSuite, you can create a Suitelet to fetch these details and display them in a pivot table. You can use the
nlapiSearchRecord
function to fetch the required details. Here is a sample code snippet:
Copy code
javascript
var filters = [];
filters.push(new nlobjSearchFilter('internalid', null, 'anyof', customerId));
filters.push(new nlobjSearchFilter('trandate', null, 'within', startDate, endDate));

var columns = [];
columns.push(new nlobjSearchColumn('internalid'));
columns.push(new nlobjSearchColumn('trandate'));
columns.push(new nlobjSearchColumn('amount'));

var searchResults = nlapiSearchRecord('transaction', null, filters, columns);
In this code snippet,
customerId
,
startDate
, and
endDate
are variables that you would need to replace with the actual values based on the customer and date filter selected. ****** 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: 0.812217832
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.802641928
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.802194118
Please provide your feedback on this answer.
p
can't i do with dataset?