Need a saved search result for remaining unapplied...
# ask-stanley-ai
m
Need a saved search result for remaining unapplied amount from a customer deposit record
c
AI generated answer (using internal Slack threads):
To get the remaining unapplied amount from a customer deposit record, you would need to create a saved search with specific criteria and results. The 'Amount Remaining' field does not apply to Customer Deposits, so you would need to use a different approach. Here's a step-by-step guide on how to do it: 1. Set the criteria for the saved search to 'Type = Customer Deposit' and 'Posting = Yes'. 2. In the results tab, you would need to use the 'Applying...' join fields which are located at the bottom of the field list. 3. You would need to create a formula that calculates the remaining unapplied amount. This can be done by subtracting the sum of the 'Applying Amount' from the maximum 'Customer Deposit Amount'. The formula would look something like this:
max(CD amount)-sum(applying amount)
. This formula calculates the total of all the Deposit Applications applied against the Customer Deposit. For more detailed instructions, you can refer to SuiteAnswer ID 22423 and SuiteAnswer ID 73766. These SuiteAnswers provide instructions on how to create a saved search for Customer Deposits that aren't fully applied and how to display only those deposits that aren't fully applied. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.873596072
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.858642459
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.85699451
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