Connor Ecalono
09/12/2025, 9:43 PMCeligo AI
09/12/2025, 9:43 PMAI generated answer (using internal Slack threads):To do Billing Forecast Reporting for forecasted billing dates and amounts in NetSuite, you can use a combination of Sales Order Revenue Forecasting and the Advanced Revenue Management (ARM) feature. Here are the steps: 1. Sales Order Revenue Forecasting: This feature allows you to forecast future billings based on your sales orders. You can create a saved search to summarize the due payments and receivables for the dates and see the net cash flow. 2. Advanced Revenue Management (ARM): This feature provides automated revenue recognition and forecasting. It can be used to forecast future billings based on the billing schedules in your sales orders. 3. Saved Search: You can create a saved search for Billing Schedule to get a report that shows a company's future cash/billing outlook. This search can be customized to include the necessary fields and criteria for your specific forecasting needs. 4. Running Totals: NetSuite also allows you to do running totals in saved searches. This can be used to add sums from one row to the other and carry it over the future dates. Here is a helpful article on how to do this: https://blog.prolecto.com/2015/05/26/solving-the-netsuite-cumulative-saved-search-tally-challenge/ Please note that setting up these features and saved searches may require some knowledge of NetSuite and its reporting capabilities. ****** 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
09/12/2025, 9:44 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
09/12/2025, 9:44 PM