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NSC | Show Aging Estimates in a Saved Search

edited May 14, 2024 9:43PM in CRM

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.

  1. Navigate to List > Search > Saved Searches > New
  2. Select Transactions
  3. In Criteria tab > Standard subtab
    1. Filter:
      1. Main Line: is True
      2. Type = Estimate
  4. In Results tab > Add Formula (Numeric) fields for the following:
    1. Number of Days Open
      1. ROUND({today} - {datecreated},0)
    2. 0-30 days
      1. CASE WHEN (ROUND({today} - {datecreated})) >= 0 AND (ROUND({today} - {datecreated})) <= 30 THEN 1 ELSE 0 END

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Michelle Jabanes | NetSuite Support Community Administrator

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