-
NSC | Remove balances with No Customer from AR Aging Report
Scenario User would like to seek guidance on addressing an issue with their Accounts Receivable (AR) aging report. There seem to be balances listed under 'No Customer' in the report, and they want to know how to eliminate or remove these unidentified customer balances from the AR aging report. Solution User can customize…
-
Create A/R Aging Report & A/R Aging Detail Report using Saved Search based on Transaction Date
https://community.oracle.com/netsuite/english/discussion/4473794/watch-create-ar-aging-report-ar-aging-detail-report-using-saved-search Based on the formula above, the NVL({daysoverdue}, Round({today}-{trandate}, 0)): NVL() ensures that if {daysoverdue} is null, it defaults to the calculated difference…
-
WATCH: Create AR Aging Report & AR Aging Detail Report using Saved Search
This is a How-to video on exposing the Internal ID of the transactions on A/R Aging and A/R Aging Detail reports. Here are the formulas you can copy and paste: Formula for Current Open Balance: Case When substr({amount},1,1) = '-' and (NVL({daysoverdue}, Round({today}-{trandate}, 0))) < 1 then ({amountremaining}*-1) When…
-
Remove/Hide Parent Customers in an AR Aging Report
Hi gurus! Is there a way to remove or hide the Parent Customers in an AR Aging Report? Thanks in advance!
-
NSC | Match Cash 360 Tiles with A/R and A/P Aging Report
Scenario: User's A/R and A/P Aging Summary Report totals do not match with the Cash 360 Tiles on the Cash 360 Dashboard. The standard behavior of Cash 360 Tiles is that it will show amounts based on the Subsidiary of the Employee viewing the Cash 360 Dashboard. To resolve this, here are the steps we may take: Navigate to…
-
Saved Search - Aging AR and AP - but as a prior date
I want a saved search – aging columns where I tell the report as of Dec 23 or even jan 24. I would determine this by saying include all transactions upto Dec 31st 2023. The formulars are all:- case when trunc({today})-nvl({duedate},{trandate}) <=0 then case when {debitamount}>0 then {amountremaining} else…
-
AR aging %
is there any way to display AR aging % either on a saved search or report, or any format that's possible? Thank you!
-
How can I create a report where I can see how much of the invoices paid in the AR report is tax?
How can I create a report where I can see how much of the invoices paid in the AR report is sales tax? For example, I received payment of an invoice of 1180 USD. 180 USD of this invoice is tax. I tried to create a report where I can see this 180 usd tax, but I couldn't find it. Can you help?
-
How to create A/R Aging in Saved Search?
My goal is to have a report splitted by custom segment values (in this case, to have one column for each result), I tried with a report but I think is not possible, with a financial report I have this possibility to get the segment values by columns, but cannot use the fields from AR aging report. I am trying to create a…
-
Is there a way to sort aging by top level customer balance?
The balance on the child account are not as important, and does not have to be displayed, as long as there is a way to sort by top level customer balance. In this case, the amount being sort for customer C-00216 should be $35,054.50. Is this possible?