Wednesday, May 22, 2019

Customize Open Sales Order Report to show Amount Remaining to be billed


This is currently logged as an Enhancement with #26537: Open Sales Orders>Be able to display value of unfulfilled items.


As an alternative, the user may create a Saved Search:


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

2. Select Transaction in the list.

3. Rename the Search Title.

4. Under the Criteria tab > Standard subtab, set the following Filters and Description:
    *Type is Sales Order
    *Status is not Sales Order: Cancelled, Sales Order:Closed, Sales Order:Pending Approval
    *Amount Unbilled is greater than or equal to 1
    *Main Line is true

5. Under the Results tab, Columns subtab, select the following fields:
    *Document Number
    *Amount (Transaction Total)
    *Amount Unbilled
    *Formula (Numeric) | Formula = {amount}-{amountunbilled} | Custom Label = Amount Billed

6. Under the Results tab, put a check mark in the Show Totals box.

7. Under the Available Filters tab, add the following:
    *Filter = Date
    *Show in Footer = Yes (put a check mark)

8. Click the Save & Run button.

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