Open Sales Order Report > Show Amount Remaining to Be Billed

Written by
Junica Ann Capili
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

  1. Navigate toReports>Saved Searches>All Saved Searches>New
  2. ClickTransaction
  3. Search Title:EnterTitle
  4. ClickCriteria
  5. ClickStandard
    • SelectType
      1. Type:Selectany of
      2. SelectSales Order
      3. ClickSet
    • SelectStatus
      1. Status:Selectnone of
      2. SelectSales Order:Cancelled, Sales Order:Closed, Sales Order:Pending Approval
      3. ClickSet
    • SelectAmount Unbilled
      1. Amount Unbilled:Selectgreater than or equal to
      2. Value:Enter1
      3. ClickSet
    • SelectMain Line
      1. Main Line:SelectYes
      2. ClickSet
  6. ClickResults
  7. 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)
      1. Formula: Enter{amount}-{amountunbilled}
      2. Custom Label: EnterAmount Billed
    • SelectStatus
  8. Show Totals:EnterCheckmark
  9. ClickAvailable Filters
    • SelectDate
    • Show in Filter Region:EnterCheckmark
    • ClickAdd
  10. ClickSave & Run