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NSC | Show Aging Estimates in a Saved Search
The user wants to create an Estimate saved search that is aged from the estimate's entry date in the following number of days:
- 1-30 days from entry date
- 31-60 days from entry date
- 61-90 days from entry date
- 90+ days from entry date
To create the search, see the steps below.
- Navigate to List > Search > Saved Searches > New
- Select Transactions
- In Criteria tab > Standard subtab
- Filter:
- Main Line: is True
- Type = Estimate
- Main Line: is True
- Filter:
- In Results tab > Add Formula (Numeric) fields for the following:
- Number of Days Open
- ROUND({today} - {datecreated},0)
- 0-30 days
- CASE WHEN (ROUND({today} - {datecreated})) >= 0 AND (ROUND({today} - {datecreated})) <= 30 THEN 1 ELSE 0 END
- Number of Days Open
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Michelle Jabanes | NetSuite Support Community Administrator
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