ANS-0351 · FINANCIAL REPORTING
How to Create a Custom A/R Search with Aging Periods in NetSuite
Replicate the NetSuite A/R Report's aging period functionality using a custom saved transaction search with specific formula fields.
Short answer
To create a custom A/R search with aging periods in NetSuite, navigate to Lists > Search > Saved Searches > New > Transactions. Configure the criteria for 'Account Accounts Receivable' and define multiple formula (currency) result columns. Each formula will calculate amounts for specific aging buckets (e.g., 1-30 days, 31-60 days, 61-90 days, Over 91 days) based on the due date.
Scenario
NetSuite users often require a custom Accounts Receivable (A/R) search that displays outstanding balances categorized into specific aging periods, similar to the standard A/R Report. This allows for flexible reporting and analysis of customer debts based on their due dates. The challenge is to configure a saved search to accurately calculate and present these aging buckets.
Solution
To create a custom A/R search that mirrors the A/R Report with aging periods, follow these steps:
Navigate to Lists > Search > Saved Searches > New > Transactions.
On the Criteria tab, add
Account Accounts Receivable.On the Results tab, define the following columns. For each column, use a
Summary Type: SumandFormula (Currency)field, except for the firstNamecolumn which isGroup.- Field: Name
Summary Type: Group
Formula: (Blank)
Custom Label: (Blank)
- Field: Name
Summary Type: Sum
Formula:
case when trunc({today})-{duedate} between 1 and 30 then {amount} endCustom Label: 1-30
- Field: Name
Summary Type: Sum
Formula:
case when trunc({today})-{duedate} between 31 and 60 then {amount} endCustom Label: 31-60
- Field: Name
Summary Type: Sum
Formula:
case when trunc({today})-{duedate} between 61 and 90 then {amount} endCustom Label: 61-90
- Field: Name
Summary Type: Sum
Formula:
case when trunc({today})-{duedate} > 90 then {amount} endCustom Label: Over 91
- Field: Name
Summary Type: Sum
Formula:
NVL(case when trunc({today})-{duedate} between 1 and 30 then {amount} end,0) + NVL(case when trunc({today})-{duedate} between 31 and 60 then {amount} end,0) + NVL(case when trunc({today})-{duedate} between 61 and 90 then {amount} end ,0)+ NVL(case when trunc({today})-{duedate} > 91 then {amount} end,0)Custom Label: Total Outstanding
Click on the Preview or Save button to view or store the search.
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