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).

AI generated answer (using internal Slack threads):

Based on the conversations, it seems that the functionality you're looking for - to show a customer's overdue balance as a single column in a custom aging report - is not directly available in NetSuite. The aging buckets (1-30 days, 31-60 days, etc.) are not available as columns in a saved search, and they are typically calculated at runtime. However, there is a workaround suggested in the threads. You can create a summary saved search on Transactions and use formulas to calculate the aging buckets. Here's an example formula for the 1-30 day bucket:

CASE WHEN ({recordtype} <> 'invoice' AND {recordtype} <> 'customerpayment' AND TRUNC({today})-{trandate} BETWEEN 1 AND 30) THEN {amount} WHEN ({recordtype} = 'invoice' AND {duedate} IS NOT NULL AND TRUNC({today})-{duedate} BETWEEN 1 AND 30) THEN {amountremaining} WHEN ({recordtype} = 'invoice' AND {duedate} IS NULL AND TRUNC({today})-{trandate} BETWEEN 1 AND 30) THEN {amountremaining} WHEN ({recordtype} = 'customerpayment' AND {duedate} IS NULL AND TRUNC({today})-{trandate} BETWEEN 1 AND 30) THEN -({amountremaining}) END

This formula calculates the amount for each aging bucket based on the transaction type, due date, and transaction date. You can create similar formulas for other aging buckets. If your search is a Customer Record saved search, you might be able to make it work using related records. However, this would require a custom solution and might not be as straightforward. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******