Saved Search with same results as the Bill Sales Orders Page if Invoice in Advance of Fulfillment = T

To create a saved search with same results as the Bill Sales Orders Page if Invoice in Advance of Fulfillment = T (Setup > Accounting > Accounting Preferences > Order Management tab > Invoicing section), users can perform the following steps:

 

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

2. Click Transaction

 

3. Enter a Search Title

 

4. In the Criteria tab > Standard subtab, add the following filter:

 

Use Expressions = True

 

- Type = Sales Order     AND
- Main Line = True     AND

- (  Status = any of Sales Order:Pending Billing, Sales Order:Pending Billing/Partially Fulfilled     OR

- (  Status = any of Sales Order:Pending Fulfillment, Sales Order:Partially Fulfilled     AND

- Amount Unbilled = not 0.00   ))     AND

- Memo = does not contain VOID     AND

- Payment Event Result = not Payment Hold

5. In the Results tab > Columns subtab, add/remove fields depending on the information you would like to see in the report.  The columns in the Bill Sales Orders Page without additional customizations include:

  

-Date
-Number
-Name
-Memo
-Currency 

    

6. Click Preview or Save the search.