NS AdminA
09/16/2024, 5:56 PMCeligo AI
09/16/2024, 5:56 PMAI generated answer (using internal Slack threads):To show the open amount on a Purchase Order in saved search results, you can create a formula field in your saved search. This formula will subtract the billed amount from the total amount of the Purchase Order. Here are the steps to do this: 1. Navigate to the saved search creation/editing page. 2. In the Criteria tab, make sure to set "Main Line" to False. This will ensure that the search results include line items, not just the main transaction. 3. In the Results tab, click on "New Field" to create a new formula field. 4. In the Formula field, enter the following formula:
amount - (quantitybilled*rate)
. This formula calculates the unbilled amount by subtracting the billed amount (calculated as quantitybilled*rate
) from the total amount.
5. Save the changes.
This will add a new column to your saved search results, showing the open amount for each line item on the Purchase Order.
******
Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
09/16/2024, 5:56 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837791
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82954818
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827334225
Celigo AI
09/16/2024, 5:56 PM