Thursday, May 23, 2019

Sales Order Saved Search > show Amount Billed

Users may create a Saved Search showing the Amount Billed of a Sales Order.

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Click the Transaction link.
3. Provide a unique Search Title.
4. On the Criteria tab > Standard subtab > Add the following Filters:
    - Type = Sales Order
    - Main Line = Yes/true
5. On the Results tab > Columns subtab > Fields:
    - Add fields that you want to show as a Search Results column and add the following:
      > Formula (Currency)
         Formula: {totalamount}-{amountunbilled} 
Label: Amount Billed
6. Click Save & Run.

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