Does anyone here know how to show the “Invoice amount” instead of the total Sales Order amount if a billing schedule/ARM is enabled from a transactional saved search? It is showing the total unbilled amount but not the individual next Invoice amount in a saved search
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Sam-I-Am
03/18/2024, 7:15 PM
you might not be able to show that because it would be a double join, since future invoice value is in the billing schedule (which is not an transaction). Try the search other way around
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Viktor Chen
03/18/2024, 7:19 PM
Got it - Thanks for sharing the insight! I might have to look into a revenue schedule search then..
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Sam-I-Am
03/18/2024, 7:23 PM
you may be able to do that in analytics workbook - it does allow multijoin
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Viktor Chen
03/18/2024, 7:24 PM
good point, I will try that
Viktor Chen
03/18/2024, 7:54 PM
@Sam-I-Am do you know what the field name is for the billing schedule amount in Workbooks? I am trying to find it