Search for Partially Billed Sales Order

Search for Partially Billed Sales Order

 

1.    Navigate to Reports > Saved Searches > All Saved Searches > New

2.    Click on Transaction Link

3.    Set the following under Criteria Tab > Standard Subtab:

·         Type = Sales Order

·         Main Line = True 

·         Formula (Numeric) || Formula: ***copy the formula below*** || equal to 1

 

Case When (({amount}-{amountunbilled}) <> 0.00) and ({amountunbilled} <> 0.00) then 1 else 0 end

 

4.    Set the following under Result Tab > Column Subtab:

 

                  ·         Amount

                  ·         Amount Unbilled

 

5.    Enter a Search Name

6.    Click Save & Run.

Note: We do not have status available for Partially Billed Sales order as of now. That is currently logged on Enhancement # 132591: Sales Orders > Partially Billed status missing.