Saved Search Showing All Open Sales Orders Billed but not Yet Fulfilled

The Invoice in Advance of Fulfillment option in the Accounting Preferences page (Setup > Accounting > Accounting Preferences > Order Management tab > Invoicing section) allows users to bill their sales orders even if the orders have not been shipped yet.

The sales order status, however, does not differentiate between billed or unbilled orders.  The status would usually still be Pending Fulfillment or Partially Fulfilled, whether the order has been billed or not.

To determine which orders have been billed, a saved search is needed. Follow the steps below to create the saved search: 

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

2. Select Transaction.

3. Provide a unique Search Title.

4. Under Criteria tab > Standard subtab, add the following filters:

Filter	Description
Type	Sales Order
Status	is any of Sales Order:Pending Fulfillment, Sales Order:Partially Fulfilled, Sales Order:Pending Billing/Partially Fulfilled, Sales Order:Pending Billing
Main Line	is false
Shipping Line	is false
Tax Line	is false

* Select false to pull only the item lines and remove both shipping and tax lines.

5. Under Criteria tab > Summary subtab, add the following filters:

Summary Type	Field	Description	Formula
Maximum	Formula (Numeric)	is 1	case when sum({quantity}) = sum(case when {item.type} not in ('Gift Certificate', 'Discount', 'End of Item Group', 'Subtotal') then nullif({quantitybilled}, 0) else 0 end) then 1 else 0 end

* After selecting Formula (Numeric), a pop-up window will appear where you can insert the Formula and Description, as shown below.

                         

This formula compares the sum of the quantity of the sales order with the quantity billed.  If they match, it means that the sales order is fully billed without the order having been fully fulfilled.

6. Click the Results tab, and under Columns subtab click Remove All.

7. Insert the following Fields and Summary Types:

Field	Summary Type	Formula
Date	Group
Number	Group
Name	Group
Amount	Sum
Quantity	Sum
Formula (Numeric)	Sum	case when {item.type} not in ('Gift Certificate', 'Discount', 'End of Item Group', 'Subtotal') then nullif({quantitybilled}, 0) else 0 end

* This formula will check how many items were billed against this sales order.

8. Click Save & Run.