Users may create a Saved Search showing the Amount Billed of a Sales Order.
1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Click the Transaction link.
3. Provide a unique Search Title.
4. On the Criteria tab > Standard subtab > Add the following Filters:
- Type = Sales Order
- Main Line = Yes/true
5. On the Results tab > Columns subtab > Fields:
- Add fields that you want to show as a Search Results column and add the following:
> Formula (Currency)
Formula: {totalamount}-{amountunbilled}
Custom Label: Amount Billed
6. Click Save & Run.
Thursday, May 23, 2019
Sales Order Saved Search > show Amount Billed
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment