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 because in some cases they would change frequently. So I'm guessing they'd show up in finance or accounting reports somewhere, but I don't know where to look. I don't need real-time updates, I just need snapshots. Doesn't NetSuite have snapshots of this kind of data?
c
AI generated answer (using internal Slack threads):
In NetSuite, you can track changes to certain fields using the System Notes feature. However, as you've mentioned, fields like a customer's credit limit, balance, and unbilled orders are calculated fields and may not be stored as record changes in the system notes. For unbilled orders, you can use the "Open Purchase Orders" report. This report lists all open (unbilled) Purchase Orders and provides a summary/subtotal. You can customize this report for more specific needs. As for the credit limit and balance, these are not directly trackable as they are calculated fields. However, you can indirectly track changes to these fields by monitoring the transactions that affect them. For example, you can track changes to the balance by monitoring invoices, payments, credit memos, and other transactions that affect the customer's balance. Please note that while NetSuite provides a robust audit trail for many types of changes, it does not record every change. Some changes, particularly to calculated fields, may not be directly trackable. In these cases, you may need to rely on indirect methods, such as monitoring related transactions or using reports to get snapshots of the data at different points in time. ****** 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: 0.845459
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842651367
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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