Friday, September 7, 2018

Create a Sales Order Saved Search to Display Recognized Revenue

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

2. Under Criteria tab: Type = Sales Order

Applying Link Type = Order Bill/Invoice

3. Under Results tab: Applying Transaction: Amount

4. Click Preview


Note: Amount (Recognized) field shows the Recognized Revenue field on the sales order's revenue tab

 
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