ANS-0204 · SAVED SEARCHES & FORMULAS

Building a Consolidated A/R Aging Saved Search by Customer in NetSuite

This guide outlines the steps to configure a NetSuite saved search for a consolidated view of accounts receivable aging, grouped by customer.

AreaSaved Searches & FormulasAudienceFinance/accounting teamDifficultyIntermediate

Short answer

To build a consolidated A/R aging saved search, start with the Transaction record type, filter for Invoices with an Open status, and use formula (currency) columns to calculate aging buckets based on days overdue and remaining transaction amounts. Group results by the Top Level Parent field for a hierarchical customer view.

Scenario

Organizations often require a comprehensive overview of their outstanding accounts receivable, consolidated by customer to understand the total financial exposure per client. This involves creating a NetSuite saved search that accurately categorizes invoices into various aging buckets, providing a clear picture of overdue payments across customer hierarchies.

Solution

To create a consolidated A/R aging saved search, begin by selecting the Transaction record type.Configure the search filters as follows:

  • Transaction : Type set to Invoice
  • Transaction : Status set to Invoice:Open
For the search results, add the following columns:
  • Field: Top Level Parent
    • Summary Type: Group
  • Formula (Currency) columns for each aging bucket, with a Summary Type of Sum:
    • Current (Less than 1 day overdue):

      case when ({transaction.daysoverdue} < 1) then {transaction.fxamountremaining} else 0 end

    • 1-30 Days Overdue:

      case when ({transaction.daysoverdue} between 1 AND 30) then {transaction.fxamountremaining} else 0 end

    • 31-60 Days Overdue:

      case when ({transaction.daysoverdue} between 31 AND 60 ) then {transaction.fxamountremaining} else 0 end

    • 61-90 Days Overdue:

      case when ({transaction.daysoverdue} between 61 AND 90 ) then {transaction.fxamountremaining} else 0 end

    • Over 90 Days Overdue:

      case when ({transaction.type} = 'Invoice' And {transaction.daysoverdue} > 90 ) then {transaction.fxamountremaining} else 0 end

This configuration provides a consolidated view of outstanding invoices, categorized by their aging status and grouped under their respective top-level parent customers.

Originally answered March 29, 2018Verified July 5, 2026

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