Show the Total Payments Made on the Sales Order Record

Scenario

In order to calculate for the Total Payments Made on a specific Sales Order record, create a Saved Search that will source the Customer Deposits that are not yet applied to an Invoice.

Solution

1. Create a Saved Search to get Customer Deposits that are not yet applied to an Invoice
1. Navigate to Lists > Search > Saved Searches > New
2. Click Transaction
3. Search Title: Enter Title
   Example: Customer Deposit by Sales Order
4. Click Criteria
5. Click Standard
6. Filter:
   Note: Always click Add once Field selected and adjusted as needed.
• Select Type
• Description: is Customer Deposit
• Select Status
• Description: none of Customer Deposit: Fully Applied, Customer Deposit: Unapproved Payment
7. Click Results
8. Click Columns
9. Click Remove All
10. Field: 
    Note: Always click Add once Field selected and adjusted as needed.
• Select  Amount (Foreign Currency)
• Summary Type: Select Sum
• Select Internal ID
• Select Document Number
11. Click Available Filters
12. Filter: 
    Note: Always click Add once Filter selected and adjusted as needed.
• Select  Sales Order
13. Click Add
14. Click  Save
    
    
2. Create a Transaction Body Field for Customer Deposit Amount
1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Label: Enter Label
   Example: Deposited Amount
3. Type: Select Currency
4. Store Value: Remove Checkmark
5. Click Applies To tab
• Sale: Enter Checkmark
6. Click Display tab
• Subtab: Select Main
• Display Type: Select Hidden
  Note: The Display Type is set to Hidden since it is not necessary to display the field on the Sales Order.
7. Click Validation & Defaulting tab
• Search: Select  Customer Deposit by Sales Order (Saved Search created on Step 1)
8. Click  Save
   
   
3. Create a Saved Search to get Payments made on the Invoice
1. Navigate to Lists > Search > Saved Searches > New
2. Click Transaction
3. Search Title: Enter Title
   Example: Invoice Amount Paid by Sales Order
4. Click Criteria
5. Click Standard
6. Filter:
   Note: Always click Add once Field selected and adjusted as needed.
• Select Type
• Description: is Invoice
7. Click Results
8. Click Columns
9. Click Remove All
10. Field: 
    Note: Always click Add once Field selected and adjusted as needed.
• Select  Amount (Foreign Currency)
• Summary Type: Select Sum
• Select Internal ID
• Select Document Number
11. Click Available Filters
12. Filter: 
    Note: Always click Add once Filter selected and adjusted as needed.
• Select  Created From
13. Click Add
14. Click Save
    
    
4. Create a Transaction Body Field for Invoice Payments
1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Label: Enter Label
   Example: Invoice Payment
3. Type: Select Currency
4. Store Value: Remove Checkmark
5. Click Applies To tab
• Sale: Enter Checkmark
6. Click Display tab
• Subtab: Select Main
• Display Type : Select Hidden
  Note: The Display Type is set to Hidden since it is not necessary to display the field on the Sales Order.
7. Click Validation & Defaulting tab
• Search: Select  Invoice Amount Paid by Sales Order  (Saved Search created on Step 3)
8. Click  Save
   
   
5. Create a Transaction Body Field for Payment Applied
1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Label: Enter Label
   Example: Payment Applied
3. Type: Select Currency
4. Store Value: Remove Checkmark
5. Click Applies To tab
• Sale: Enter Checkmark
6. Click Display tab
• Subtab: Select Main
• Display Type: Select Hidden
  Note: The Display Type is set to Hidden since it is not necessary to display the field on the Sales Order.
7. Click Validation & Defaulting tab
• Default value: Enter NVL({custbody_amountpaid}, 0) + NVL({custbody_amountdeposited}, 0)
• Formula: Enter Checkmark
8. Click Save