I need to create a transaction saved search that excludes all sales orders that are 100% billed/invoiced.
Is there a way to do this without using Summary Type?
Also, I don't think statuses would work because Partially Fulfilled means partially shipped regardless of status?
Thanks!
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Mika Hakkinen
03/12/2021, 4:47 PM
How about something like this in your saved search criteria: (Applying Transaction: Type: = Invoice AND Applying Transaction: Status IS NOT Paid In Full). WOuld that work?
Mika Hakkinen
03/12/2021, 4:47 PM
oh and Type = Sales Order , Main Line = False
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Netsuite Tragic
03/13/2021, 8:06 AM
How about comparing the SO Total != Billing transaction total?
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Luis
03/14/2021, 1:59 AM
There are multiple invoices so using the totals won't work. I will need to use Summary Type. I hope I'm wrong.
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Netsuite Tragic
03/14/2021, 7:53 AM
@Luis one 'warehouse/distributor' account I'm looking at the sales orders have a field called "Amount Unbilled". It looks to be the total that is yet to be Billed. In this Au account the amount is including Tax. Try filter by Amount Unbilled != 0