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Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397

Transaction saved search that excludes Invoices Paid in Full, when a Credit Memo is the Payment

edited Jun 27, 2023 5:59PM in Ask A Guru 24 comments


I need to create a saved search list of Invoice line Items to determine Entitlement. We sometime have to issue a Credit Memo after an invoice is created because a Customer may cancel. I need to exclude the any reference to Invoices that were considered Paid in Full by a Credit Memo.

I am trying to accomplish when an Invoice, Applying Transaction Type is Credit Memo, do not return any row for the Invoice

I have watched Guide to Applied Transaction& Applying Transaction fields on Saved Search Video & I have reviewed SuiteAnswer 92641, 95483 (I reported an error in this SuiteAnswer at Select Credit Memo: Fully Applied, should be "None of" ) & 93503 but that formula should be Formula (Numeric) and not Text. No results from this formula.

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