Saturday, December 15, 2018

Difference Between Date Approved and Date Billed in Sales Order Saved Search

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Select Transactions in the list.

3. Rename the Search Title.

4. Under the Criteria tab, Standard subtab, please set the following filters:
*Type is Sales Order
*System Notes: Old Value is Pending Approval
*Account Type is Income
*Applying Transaction: Type is any of Invoice, Cash Sale
Note: If you want to review sales orders created within a specific date range, then also add the following filter;
*Date is within (select the date range)

5. Under the Results tab, Columns subtab, please select the following:
Fields | Summary Type | Formula
*Date | Group
*Period | Group
*Type | Group
*Number | Group
*Name | Group
*Amount | Maximum
*System Notes: Old Value | Group
*Applying Transaction | Group
*Applying Transaction: Date Created | Group
*Formula (Numeric) | Sum | {applyingtransaction.datecreated}-{datecreated}

6. Click the Save and Run button.

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