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Filter Balance Fields on Customer Page For GL Account

in Ask A Guru 5 comments

Hello,

Im trying to filter two of the balance fields on the Customer page > Balance Information section on a specific GL code.

The two balance fields id like to filter are below: Balance and Overdue Balance

Id like to filter the amounts in both these fields on a specific GL account (10100).

From my understanding, these fields are not driven by a search or script, they are just calculated by NetSuite's AR engine. So my thoughts are to create a saved search that returns AR Balance and Overdue Balance totals, then filter on the specific GL code.

Then build custom fields and use the custom saved search to feed those new fields?

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