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How to Create a Custom A/R Search
How to Create a Custom A/R Register:
I'm new to a lot of customization, but thanks to Evan I was able to create a custom A/R Search that I can use in Portlets on any tab. The search below will filter to only show customers with transactions in the past 180 days. This also lets you highlight various fields, etc.
Create a new Transaction Search and customize it as below.
Criteria>Standard>
Filter|Description
Type|is Invoice
Main Line |is true
Amount Remaining|is greater than 0.00
Criteria>Summary>
Summary Type|Field|Description|Formula
Maximum|Formula (Numeric)|is less than or equal to 180|TRUNC({today})-{duedate}
0