Monday, April 22, 2019

Saved search report of sales orders with billing schedule

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

2. Select Transaction in the list.

3. Under the Criteria tab, Standard subtab, set the following filters:
** Type is Sales Order
** Billing Schedule is not None

** Main Line is True

4. Under the Results tab, Columns subtab, set the following fields and summary types:
Field | Summary Type
** Date | Group
** Period | Group
** Document Number | Group
** Name | Group
** Billing Schedule | Group
Note: You can add more fields depending on your reporting needs.

5. Rename the Search Title then click the Save & Run button.

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