pnv_mat
05/27/2025, 5:56 PMCeligo AI
05/27/2025, 5:56 PMAI generated answer (using internal Slack threads):To determine the unbilled amount from Purchase Orders (POs) using a saved search and factoring in multi-currency, you can create a formula that calculates the unbilled amount. This can be done by subtracting the billed amount from the total amount. Here's a step-by-step guide: 1. Create a new saved search for Purchase Orders. 2. In the criteria, you can add 'Main Line = False' to only consider line items and not the entire PO. 3. In the results, add the following fields: - Quantity: This is the total quantity ordered. - Rate: This is the rate of each item. - Quantity Billed: This is the quantity that has been billed. - Currency: This is the currency of the PO. 4. Add a formula field to calculate the billed amount. The formula would be
quantitybilled*rate
. This will give you the total billed amount for each line item.
5. Add another formula field to calculate the unbilled amount. The formula would be amount-(quantitybilled*rate)
. This will give you the unbilled amount for each line item.
6. If you want to consider multi-currency, you can add a case statement in your formula to convert the amounts to your base currency based on the currency field.
Please note that NetSuite manages quantities, not amounts, so you might need to adjust your POs accordingly. For example, if you have a PO for $70,000, you might need to create it with a quantity of 70,000 at a rate of $1.
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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
05/27/2025, 5:57 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832573354
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832312167
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816007257
Celigo AI
05/27/2025, 5:57 PM