Set AR data on customer record
Hi,
As in last post , we discussed about creating saved search similar to AR Aging report (read using this link),
in this post , we are going to write about "How to use saved search and populate fields".
Getting values from AR Aging saved search, works similar way as we do for other search.
There are Six fields which are required.
Create custom entity fields (currency type)
1. Consolidated
2. 1-30 days
3. 31-60 days
4. 61-90 days
5. above 90 days
6. balance
Step 1: use saved search already created "customsearch_my_ar_search".
Step 2. Write schedule script (read more using this link about scheduled script )
Step 3:Use saved search as below in your code:
var mySearch = search.load({
id: 'customsearch_my_ar_search'
});
var resultset = mySearch.run();
var searchResult = resultset.getRange({
start: 0,
end: 999
});
for (var i = 0; i < searchResult.length; i++){
var result = searchResult[i];
var myColumns = result.columns;
var name = result.getValue(myColumns[0]);
var balance = result.getValue(myColumns[1]);
var days30 = result.getValue(myColumns[2]);
var days60 = result.getValue(myColumns[3]);
var days90 = result.getValue(myColumns[4]);
var daysAbove90 = result.getValue(myColumns[5]);
var consolidate = result.getValue(myColumns[6]);
//------- load customer using name field
//===== set all 6 custom entity fields
//==== save customer record
}
Step 4: Save script and create deployment
Step 5: Schedule it to run daily or as needed.
Step 6: Reschedule and process all data, use logic to skip already processed one.
Thanks
Team Netsuite Guru
Download Netsuite Guru Android App
Follow Me on Linkedin
Our FB Page
As in last post , we discussed about creating saved search similar to AR Aging report (read using this link),
in this post , we are going to write about "How to use saved search and populate fields".
Getting values from AR Aging saved search, works similar way as we do for other search.
There are Six fields which are required.
Create custom entity fields (currency type)
1. Consolidated
2. 1-30 days
3. 31-60 days
4. 61-90 days
5. above 90 days
6. balance
Step 1: use saved search already created "customsearch_my_ar_search".
Step 2. Write schedule script (read more using this link about scheduled script )
Step 3:Use saved search as below in your code:
var mySearch = search.load({
id: 'customsearch_my_ar_search'
});
var resultset = mySearch.run();
var searchResult = resultset.getRange({
start: 0,
end: 999
});
for (var i = 0; i < searchResult.length; i++){
var result = searchResult[i];
var myColumns = result.columns;
var name = result.getValue(myColumns[0]);
var balance = result.getValue(myColumns[1]);
var days30 = result.getValue(myColumns[2]);
var days60 = result.getValue(myColumns[3]);
var days90 = result.getValue(myColumns[4]);
var daysAbove90 = result.getValue(myColumns[5]);
var consolidate = result.getValue(myColumns[6]);
//------- load customer using name field
//===== set all 6 custom entity fields
//==== save customer record
}
Step 4: Save script and create deployment
Step 5: Schedule it to run daily or as needed.
Step 6: Reschedule and process all data, use logic to skip already processed one.
Thanks
Team Netsuite Guru
Download Netsuite Guru Android App
Follow Me on Linkedin
Our FB Page
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