Create a Saved Search of Sales Orders with Unbilled and Open Balances

Create a Saved Search of Sales Orders with Unbilled and Open Balances

Solution

1.     Navigate to Lists > Search > Saved Searches > New

2.     Click Transaction

3.     Enter a Search Title

4.     Criteria tab > Standard subtab:

a.     Check the Use Expressions box

b.     Type is Sales Order | And

c.     ( Status is any of Sales Order:Partially Fulfilled, Sales Order:Pending Billing/Partially Fulfilled, Sales Order:Pending Billing | Or

d.     Billing Transaction Fields… > Status is Invoice:Open | And

e.     Main Line is false (No) | And

f.      Tax Line is false (No) | And

g.     COGS Line is false (No) | And

h.     Shipping Line is false (No)

5.     Results tab > Columns subtab:

Format: Field | Summary Type

a.     Date | Group

b.     Document Number | Group

c.     Name | Group

d.     Amount | Sum

e.     Billing Transaction | Group

6.     Click Save & Run