Saved Search to generate Customer balance as at a certain date











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Question for the saved search experts.



I have a requirement (which I won't explain) where I need a saved search which provides an accurate Customer balance as at a filtered date.



ie. it should look at ALL customer transactions, and in a single amount column show the correct balance.



The scenario would be a date filter 1/1/1990 - ???date, with a "opening balance' column as of the end date.



The search must also originate from a Customer search, not a transaction search for reasons I won't go into here.



Needs to factor in




  • Invoices

  • Credit Memos (including unapplied amounts)

  • Payments (including unapplied amounts)

  • Payment Discounts taken

  • Journals (including unapplied amounts)


Anyone done something like this before?



Essentially, I need to duplicate NetSuite's Internal search to generate statement balances, but with a changeable "as-of" date.






netsuite saved-searches







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    up vote
    0
    down vote

    favorite












    Question for the saved search experts.



    I have a requirement (which I won't explain) where I need a saved search which provides an accurate Customer balance as at a filtered date.



    ie. it should look at ALL customer transactions, and in a single amount column show the correct balance.



    The scenario would be a date filter 1/1/1990 - ???date, with a "opening balance' column as of the end date.



    The search must also originate from a Customer search, not a transaction search for reasons I won't go into here.



    Needs to factor in




    • Invoices

    • Credit Memos (including unapplied amounts)

    • Payments (including unapplied amounts)

    • Payment Discounts taken

    • Journals (including unapplied amounts)


    Anyone done something like this before?



    Essentially, I need to duplicate NetSuite's Internal search to generate statement balances, but with a changeable "as-of" date.






    netsuite saved-searches







    share|improve this question


























      up vote
      0
      down vote

      favorite









      up vote
      0
      down vote

      favorite











      Question for the saved search experts.



      I have a requirement (which I won't explain) where I need a saved search which provides an accurate Customer balance as at a filtered date.



      ie. it should look at ALL customer transactions, and in a single amount column show the correct balance.



      The scenario would be a date filter 1/1/1990 - ???date, with a "opening balance' column as of the end date.



      The search must also originate from a Customer search, not a transaction search for reasons I won't go into here.



      Needs to factor in




      • Invoices

      • Credit Memos (including unapplied amounts)

      • Payments (including unapplied amounts)

      • Payment Discounts taken

      • Journals (including unapplied amounts)


      Anyone done something like this before?



      Essentially, I need to duplicate NetSuite's Internal search to generate statement balances, but with a changeable "as-of" date.






      netsuite saved-searches







      share|improve this question















      Question for the saved search experts.



      I have a requirement (which I won't explain) where I need a saved search which provides an accurate Customer balance as at a filtered date.



      ie. it should look at ALL customer transactions, and in a single amount column show the correct balance.



      The scenario would be a date filter 1/1/1990 - ???date, with a "opening balance' column as of the end date.



      The search must also originate from a Customer search, not a transaction search for reasons I won't go into here.



      Needs to factor in




      • Invoices

      • Credit Memos (including unapplied amounts)

      • Payments (including unapplied amounts)

      • Payment Discounts taken

      • Journals (including unapplied amounts)


      Anyone done something like this before?



      Essentially, I need to duplicate NetSuite's Internal search to generate statement balances, but with a changeable "as-of" date.






      netsuite saved-searches




      netsuite saved-searches






      share|improve this question















      share|improve this question













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      share|improve this question








      edited Nov 8 at 3:07

























      asked Nov 8 at 3:00









      Steve Reeder

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