mkmulkey
05/07/2025, 4:01 PMCeligo AI
05/07/2025, 4:02 PMAI generated answer (using internal Slack threads):To create an AR Aging Summary by unique customer including children, you can follow these steps: 1. Create custom fields for each aging band. These fields will use a summary saved search to calculate the open AR for that date range by summing the amount remaining. 2. The formula for the custom fields could be something like
{amountremaining} * CASE WHEN {amount} > 0 THEN 1 ELSE -1 END
. This formula takes into account that the amount remaining is always positive even for credits.
3. You can then use these custom fields in your AR Aging Summary report.
4. If you want to include children in the AR Aging Summary, you can create a parent-child relationship between customers and include both in your saved search.
5. If you want to expose the Customer's External ID in the AR Aging Report, you can create a custom field and populate it with the external IDs. However, make sure to store the value in the custom field, otherwise, it won't be available in the report.
6. If you want to create a customer statement PDF via SuiteScript 2.0, you can do so. However, if you want the aging bucket to reflect values for each month (e.g., current, previous month, previous to previous month), you would need to adjust your saved search and custom fields accordingly.
Remember, these steps involve creating and manipulating custom fields and saved searches, which requires a good understanding of NetSuite's functionality.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
05/07/2025, 4:02 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825376332
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81526947
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814605951
Celigo AI
05/07/2025, 4:02 PM