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netsuitesaved-searches

Formula Saved Search

I have a saved search to display invoices with original amount due, then if any credit memos applied, along with if any discount taken by the customer for terms, and then the actual payments against the invoices. The issues I'm having is when I'm adding new formula column to display the date invoice was paid in full. When I do that, numbers for "Credit Memo Amount" line and "Disc. Taken" are going wonky when I try to add any this new formula column to the saved search. Does anyone have any idea why that is? System seems to be multiplying numbers many times over. Any input is appreciated.

saved search results tab

Solution

  • The issue is that as soon as you take one value from the System Information you will now get a row for each of the lines in the System Notes on the Invoice, which is going to affect your SUM columns. To prevent against this you need to add something to your criteria to limit the number of System Notes fields. For example, you could add a System Notes : New Value filter and set it equal to Paid In Full. This should limit it down to one line.