I am trying to create a saved search for a billing operation. I want the search to show results for only Sales Order that every line contains a billing schedule. I am new to billing operations, but does anyone know if it needs to main line only as the result? And then what is the best way to get the results to show all line items have a billing schedule? Line = 0 never show the billing schedule in the results, and same with our tax line.

Line > 0

?

So if I use that, I am still getting partial results for a sales order. For example if Line 1 doesn't have a BillingSchedule, line 2 and 3 do it is showing lines 2 and 3. I want it to not show the results at all because line 1 doesn't have a billing schedule.

@Noel B One approach would be to create a Formula (Numeric) result field that returns 1 when a line doesn't have a BillingSchedule and 0 when it does. Then you summarize results with a SUM on that formula. Next, add a Summary Criteria with the same formula = 0. This should result in showing only sales orders where all lines have a BillingSchedule.

Thank you Clay. Going down this route as your sent this.

@Noel B Do those saved searches need a specific Available Filter or anything?

Not that I am aware of.

Do you have the ability of adding a custom field to your Sales Orders, setting the value of that custom field depending on whether all lines are set as you require, then use that field to drive a saved search that will work for Billing Operations?

Haha, exactly what I just messaged my team about. Have a script that runs every X hours to set a custom field to either true or false after looking at each line.