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How to create Formula to get earliest open period on transaction search nonpposting transactions?

Mar 1, 2023 9:40AM edited Mar 9, 2023 11:43PM in Ask A Guru 3 comments

We need to use CASE WHEN formula when posting period is Null (in case of unposted transactions), it will display the earliest open period,

I can use:

CASE WHEN {approvalstatus}='Pending Approval' then (to_char({today}, 'Mon YYYY')) else {postingperiod} end

However it will only display period based on today's date not necessarily the earliest open period. Is there a specific field we can use? I'm curious about your thoughts on this.

Thanks,

AIorK4zcF57RKHS3IFIpVfGQQHG764gR3Eg-0EWFWU9iFLc3_At3g-Ak32T_FX1zCtC96umCE7L7-f8

Excelsis Sia, CPA|Lead NetSuite Consultant Project Manager | Multi-certiFIVED NetSuite ERP Consultant | ARM Enabled Partner | Multi-book Accounting Enabled Partner

a: Philippines

e: siaexcelsis@gmail.com

w: www.linkedin.com/in/excelsissiacpa/