Open Sales Order Report > Show Amount Remaining to Be Billed
Published on
September 26, 2023 at 1:20:02 AM PDT September 26, 2023 at 1:20:02 AM PDTth, September 26, 2023 at 1:20:02 AM PDT
Scenario
This is currently logged as anEnhancement 26537.As an alternate solution, a Transaction Saved Search can be created.
Solution
- Navigate toReports>Saved Searches>All Saved Searches>New
- ClickTransaction
- Search Title:EnterTitle
- ClickCriteria
- ClickStandard
- SelectType
- Type:Selectany of
- SelectSales Order
- ClickSet
- SelectStatus
- Status:Selectnone of
- SelectSales Order:Cancelled, Sales Order:Closed, Sales Order:Pending Approval
- ClickSet
- SelectAmount Unbilled
- Amount Unbilled:Selectgreater than or equal to
- Value:Enter1
- ClickSet
- SelectMain Line
- Main Line:SelectYes
- ClickSet
- SelectType
- ClickResults
- ClickColumns
Note:For every required field use the drop-down menu to select it and once adjusted click Add if needed.- SelectDocument Number
- SelectDate
- SelectName
- SelectAmount (Transaction Total)
- SelectAmount Unbilled
- SelectFormula (Numeric)
- Formula: Enter{amount}-{amountunbilled}
- Custom Label: EnterAmount Billed
- SelectStatus
- Show Totals:EnterCheckmark
- ClickAvailable Filters
- SelectDate
- Show in Filter Region:EnterCheckmark
- ClickAdd
- ClickSave & Run