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? Specifically, I need this on a Sales Order, to see if its balance or credit limit changed since 3 months ago.

AI generated answer (using internal Slack threads):

To see when changes occurred to a Customer's credit limit, balance, and unbilled orders fields, you can use the following methods: 1. Credit Limit: Unfortunately, NetSuite does not provide a native way to track changes to a customer's credit limit. However, you can create a custom field and use a workflow or script to update this field whenever the credit limit changes. This custom field can then be used to track changes over time. 2. Balance: You can use the system notes to track changes to the balance field on the customer record. However, this might not be very efficient if the balance changes frequently. Alternatively, you can create a saved search with running totals to track the balance over time. This might be a bit complex and might require downloading the data to excel for further analysis. 3. Unbilled Orders: You can use the "Open Purchase Orders" report to see the unbilled PO amount as of any specific date. This report lists all open (unbilled) Purchase Orders and gives a summary/subtotal. You can customize this report for more specific needs. Remember, these methods might not provide real-time updates, but they can give you snapshots of the data at specific 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. ******