ANS-0062 · SAVED SEARCHES & FORMULAS
How to Retrieve the Customer Deposit Date from an Invoice Record in NetSuite?
Understand how NetSuite's 'Created From' join can link deposit applications to their original customer deposit dates for accurate reporting.
Short answer
To retrieve the Customer Deposit Date from an Invoice record in NetSuite, utilize the 'Created From' join. Configure a search to filter by 'ApplyingTransaction : InternalId' and 'Type : Deposit Application', then add a column for 'Created From : Date' with a 'Maximum' summary to display the correct deposit date.
Scenario
Users often need to identify the original customer deposit date associated with an invoice. While invoices reflect the application of deposits, directly linking them to the initial deposit date can be challenging without the correct join. This information is crucial for accurate financial tracking and reporting.
Solution
To retrieve the Customer Deposit Date on an Invoice record, leverage the Created From join in your NetSuite search. The system considers the Customer Deposit as the Created From transaction for Deposit Applications. Configure your search as follows: Filter by ApplyingTransaction : InternalId and Type : Deposit Application. For the column, select Created From : Date and set the summary type to Maximum. This configuration will accurately provide the Customer Deposit date on the Invoice.
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