One of our clients wanted an easy, transparent way to view payments with unapplied balances in NetSuite, especially segmented by customer and document number.
This is easily achieved by creating a transaction saved search in NetSuite. Below, you will find the required information to build one out.
If you need a refreher on how to work with NetSuite Saved Searches, check out this NetSuite Saved Search Guide (and video tutorial) that my teammate Caleb created back in October of 2022!
Solution: Transaction Saved Search in NetSuite
Step 1: Create a transaction saved search
NetSuite Saved Search Criteria
- Type = Payment
- Amount (Credit) = is not empty
- Main Line = False
- Amount Remaining = is greater than 0.00
NetSuite Saved Search Results
- Date (Group)
- Status (Group)
- Name (Group)
- Document Number (Group)
- Amount (Credit) ((Group))
- Applied to Link Amount (Sum)
- Amount Remaining (Group)
Step 2: Results should conform to grouping, displaying customer, document number, and respective payment applied/unapplied amounts.
Author: Grant Steele
Got stuck in a step during this article?
We like to update our blogs and articles to make sure they help resolve any troubleshooting difficulties you are having. Sometimes there is a related feature to enable or a field to fill out that we miss during the instructions. If this article didn't resolve the issue, please use the chat and let us know so that we can update this article!
Oracle NetSuite Alliance Partner & Commerce Partner
If you have general questions about NetSuite or more specific questions about how our team can support your business through your NetSuite Implementation, contact us! Anchor Group is a certified Oracle NetSuite Alliance Partner and Commerce Partner equipped to handle all kinds of NetSuite and SuiteCommerce projects, large or small.
