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.

AreaFinancial ReportingAudienceFinance/accounting teamDifficultyIntermediate

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:

  1. Navigate to Lists > Search > Saved Searches > New > Transactions.

  2. On the Criteria tab, add Account Accounts Receivable.

  3. On the Results tab, define the following columns. For each column, use a Summary Type: Sum and Formula (Currency) field, except for the first Name column which is Group.

    • 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} end

Custom Label: 1-30

  • Field: Name

Summary Type: Sum

Formula:

case when trunc({today})-{duedate} between 31 and 60 then {amount} end

Custom Label: 31-60

  • Field: Name

Summary Type: Sum

Formula:

case when trunc({today})-{duedate} between 61 and 90 then {amount} end

Custom Label: 61-90

  • Field: Name

Summary Type: Sum

Formula:

case when trunc({today})-{duedate} > 90 then {amount} end

Custom 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

  1. Click on the Preview or Save button to view or store the search.

Originally answered August 21, 2017Verified July 5, 2026

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