Create an item search and show sales orders that are not yet billed for each item.

Create an item search and show sales orders that are not yet billed for each item.

1. Navigate to Lists > Search > Saved Searches > New > Select Item.
2. Under Criteria tab, set the following:

Type is Inventory Item

*Remove or Add Criteria as deemed necessary.

3. Under Results tab, set the following:

- Name (set Summary Type to Group)
- Display Name (set Summary Type to Group)
- Type (set Summary Type to Group)
- Base Price (set Summary Type to Group)
- Formula (Text) (set Summary Type as Count) ; Formula : case when {transaction.type} = 'Sales Order' and {transaction.status} <> 'Billed' then {transaction.number} end

*Summary Type is set to 'Count' for Formula (text) so the user may see how many sales orders are open for the item. Users can drill down by clicking 'View' on the search result to go to the detailed search result that will show the transation numbers.

*Remove or Add Result Fields as deemed necessary.

4. Give a Search Title.
5. Hit Save & Run.