Scenario
Users may want to have a list of Sales Orders that are not billed yet regardless if it's already fulfilled, partially fulfilled or not yet. This helps users easily identify and track which Sales Orders should be billed.
Solution
- Navigate to Lists > Search > Saved Searches > New.
- Click Transaction.
- On Criteria tab and Standard subtab, set the following:
- Type = Sales Order
- Main Line = False
- Tax Line = False
- COGS Line = False
- Shipping Line = False
- Applying Transaction fields.. = Type = 'None Of' : Invoice
- Status = Any of: Sales Order: Pending Billing, Pending Billing/Partially Fulfilled, Pending Fulfillment
- Summary Type = Maximum
- Field = Billing Transaction
- Description = Not Empty
- On Results tab and Columns subtab, set the following:
- Document Number = Group
- Status = Group
- Name = Group
- Click Save & Run.