Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
NSC | Customer Saved Search with Customer Balance Information
Scenario
The user wants to view all Customer Balances in a single report. Currently, they are checking each customer's balance by navigating to the Customer record > Financial tab > Balance Information section.
Solution
To verify if there is a related RMA for an Invoice, you can create a Saved Search.
- Navigate to Report > Saved Searches > All Saved Searches > New > select Customer as Search Type
- Add a Search Title
- In Results tab > Columns subtab, add the following:
- Name
- Balance
- Deposit Balance
- Overdue Balance
- Unbilled Orders
- Days Overdue
- Click Save
You can further customize the report and add additional fields from the Results tab as needed.
Judy Culanding | RPM | New to NetSuite
Learn how to Refer a member | Earn the Answer Accepter Badge | Be the Content Creator of the Quarter | Vote for the content you want to see!
0