is there any way we can add a custom field on the ...
# administratione
evelet
03/26/2021, 6:25 PMis there any way we can add a custom field on the Customer record that would calculate average days to pay?
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Netsuite Tragic
03/26/2021, 6:44 PMThis could be a field sourced from Saved Search. First create your saved search which calculates your days to pay as a Summary field. Then use that search as the source for your field.
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KevinJ of Kansas
03/26/2021, 7:14 PMJust a heads up, this is a harder calculation than you think. Do you care about the last year? The last 5 invoices? All the way back to history?
What happens with open invoices? Do they count? Just saying it's a challenging search to put together
KevinJ of Kansas
03/26/2021, 7:16 PMIf you have 30 invoices for a customer, an additional 1 doesn't change calculation all that much. It's one of those "oh that would be useful to know" that really isn't that useful from making decisions point of view
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evelet
03/26/2021, 8:12 PMThank you for the response. I am actually struggling more on how to set up the field than creating the saved search. I am unable to Group the average days by Customer in the saved search so how would i be able to filter it on the Customer record?
Right now I have Custom Entity field; Type = Integer; Store Value = False; Search = (my saved search)
Any suggestion is appreciated!
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KevinJ of Kansas
03/26/2021, 8:20 PMYou'd do this as a transaction search - and you'd add an available filter of the customer internal ID
KevinJ of Kansas
03/26/2021, 8:20 PMYour entity field type would be numeric, not integer
KevinJ of Kansas
03/26/2021, 8:21 PM(unless you are rounding your search results)
KevinJ of Kansas
03/26/2021, 8:21 PMyour search would have1 result, just the average of your days to pay
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evelet
03/26/2021, 8:28 PMI got all of those correct so far. Yes I am rounding my search result. And I only have 1 result, average of Days Open field.
What should I enter in the 'Compare To' Field below the Saved Search drop down in Validation & Defaulting of the custom field set up? I have "Company" selected at the moment.
Right now the custom field is blank in the Customer record...
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KevinJ of Kansas
03/26/2021, 8:46 PMit should use internal ID by default.
KevinJ of Kansas
03/26/2021, 8:46 PMso you don't have to populate teh compare to field
KevinJ of Kansas
03/26/2021, 8:46 PMOnly reason to populate it is the field that gets pushed into the filter isn't the same as the internal ID of the current record
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evelet
03/26/2021, 8:47 PMI see. Okay I think that worked. Thanks so much @KevinJ of Kansas!
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