How to see when changes occurred to a Customer's c...
# ask-stanley-ai
a
How to see when changes occurred to a Customer's credit limit, balance, and unbilled orders fields. These are native netsuite fields that I believe are calculated rather than stored as record changes in the system notes. If NetSuite stored these in the system notes, there would be too many system notes. So I'm guessing they'd show up in finance or accounting reports somewhere, but I don't know where to look
c
AI generated answer (using internal Slack threads):
To monitor changes to a customer's credit limit, balance, and unbilled orders fields, you can use NetSuite's Saved Search feature. However, as these fields are calculated rather than stored as record changes in the system notes, it might be a bit tricky. Here's a general approach: 1. Saved Search: Create a saved search on the customer record and display the fields you are interested in (credit limit, balance, unbilled orders) in the results. 2. Email Alerts: In the Email tab of the saved search, check
SEND EMAIL ALERTS WHEN RECORDS ARE CREATED/UPDATED
. Then, in the Updated Fields sub-tab, specify the fields that you want updates for. Add recipients and save. 3. System Notes: You can also use the system notes to track changes. However, as you mentioned, these fields might not be stored in the system notes due to their calculated nature. 4. Custom Fields: If the native fields are not providing the information you need, you might consider creating custom fields that mirror the native fields and update whenever the native fields do. These custom fields can then be tracked in the system notes. 5. Reports: You can also use NetSuite's reporting feature to create custom reports that display the information you need. However, this might not provide real-time updates on changes. Remember, this approach might not capture all changes, especially if they are calculated on the fly and not stored in the system notes. ****** 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: 0.846252441
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842895567
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.838684142
Please provide your feedback on this answer.