Saturday, March 7, 2020

Sales Order Saved Search that Shows Billing Schedule and Revenue Recognition

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

2. On the Criteria tab > Standard subtab add the following filters:

  • Type = is Sales Order
  • Billing Schedule = specify billing schedules.

3. On the Results tab > Columns subtab add the following fields:

  • Number > Summary type = Group
  • Name > Summary type = Group
  • Account > Summary type = Group
  • Reseller (Custom) > Summary type = Group
  • Billing Schedule > Summary type = Group
  • Next Bill Date > Summary type = Group
  • Rev. Rec. Start Date  > Summary type = Group
  • Rev. Rec. End Date > Summary type = Group

4. Rename the search and click Save & Run.

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1 comment:

  1. UnknownMay 6, 2020 at 2:15 AM

    thanks for your helpful website, i had a question how can i show the document status in the system note of sales order record if it has old value of billed ?

    ReplyDelete

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