For a custom aging report (not a saved search, I n...
# administration
j
For a custom aging report (not a saved search, I need the 'as of' and the variable aging buckets functionality that reporting provides) is it possible to show a customer's overdue balance as a single column similar to the other customer details? Every time I add it, it puts it into the aging values (i.e. is showing a column for every aging bucket, and I just want the one).
a
I believe NetSuite will put any numeric/currency field into the aging columns. A workaround is to create a free-form text field referencing the native overdue balance field. It needs to be updated via a script or workflow as the AR report won't allow you to display calculated fields from memory. Silly but it works.
j
Hmm...okay that's helpful. But yeah, that workaround is kind of exactly what I'm trying to replace. crying sunglasses We've got a text field on the customer record that reads "past due" or "current" based on the overdue balance, but because of exactly what you're describing, a workflow needs to trigger every time there's an update to a customer, invoice, payment, credit memo, or Journal and that's adding some additional performance impacts to some other processes (mostly invoices) that need to be done at a very high velocity. Trying to remove this field entirely (since the information already exists on the customer in the form of the overdue balance on the customer) so I can rip out all those workflows, but AP is being real sensitive about how their aging looks.
Me every time I try to make changes in an account someone else implemented:
😂 1