Hi all, we're looking to add custom fields on our ...
# general
b
Hi all, we're looking to add custom fields on our sales orders that show 1) total amount invoiced on the order and 2) total payments towards those invoices. We use billing schedules, so it's useful for the team to be able to see these amounts at a glance. Ideally, these custom fields could also be pulled onto saved searches for reporting needs
s
try once to use the amount paid, amount remaining fields in the saved search on transaction record for Sales Order. If it works out then you don't need to create custom field and script for pulling these fields on the saved search for reporting needs.