Saturday, March 9, 2019

Sales Order Search that displays Aging of Project.

Requisite:

-- Advanced Project must be enabled by navigating to Set Up > Company > Enable Features > Company Tab
-- Consolidated Jobs on Sales Transactions must be disabled by navigating to Set Up > Accounting > Accounting Preferences > Items/Transactions
-- Projected End Date is exposed on Project Form
-- Projected End Date should have a value

1. Navigate to Reports > New Search.
2. Click Create Save Search button.
3. Select Transaction type.
4. Under Criteria Tab > Standard Subtab
    --
Type = Sales Order
    -- Main Line = F
    -- Tax Line = F
    -- Shipping Line = F
5. Under Results Tab > Columns Subtab, set Summary Type:
    Date = Group
    Number = Group
    Name = Group
    Amount (Transaction total) = Maximum
    Project: Projected End Date = Group
    Formula (Numeric) = Maximum
        -- 30 days = case when ({job.projectedenddate}-{today}) < 30 then {amountunbilled} else 0 end
        -- 60 days = case when (({job.projectedenddate}-{today}) < 60 AND ({job.projectedenddate}-{today}) >= 30) then {amountunbilled} else 0 end
        -- 90 days = case when (({job.projectedenddate}-{today}) < 90 AND ({job.projectedenddate}-{today}) >= 60) then {amountunbilled} else 0 end
        -- over 90 days = case when ({job.projectedenddate}-{today}) >= 90 then {amountunbilled} else 0 end
6. Click Save.


 

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