I need to create a transaction saved search that e...
# general
l
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!
m
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?
oh and Type = Sales Order , Main Line = False
n
How about comparing the SO Total != Billing transaction total?
l
There are multiple invoices so using the totals won't work. I will need to use Summary Type. I hope I'm wrong.
n
@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