PF
10/09/2024, 2:18 AMCeligo AI
10/09/2024, 2:18 AMAI generated answer (using internal Slack threads):Yes, there is a way to get an amount remaining to be billed in a saved search for a sales order line. You can use the "Amount Unbilled" field in your saved search. This field is available on the customer record and it shows the total amount that has not been billed yet. However, please note that once a sales order is fully billed, it will disappear from the "Open Sales Order" report. If you want to see the remaining balance for all invoices related to a sales order, you might need to create a custom saved search that sums up the balance of all related invoices. Here is a simple example of how you can set up your saved search: 1. Go to Lists > Search > Saved Searches > New. 2. Select Transaction as the type of search. 3. On the Criteria subtab, add the following filters: - Type is Sales Order - Main Line is False (to get line level information) 4. On the Results subtab, add the following fields: - Name (to get the customer name) - Document Number (to get the sales order number) - Amount (to get the total amount of the sales order) - Amount Unbilled (to get the amount remaining to be billed) Please adjust the search criteria and results as per your needs. ****** 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
10/09/2024, 2:18 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844352
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834355116
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832580268
Celigo AI
10/09/2024, 2:18 AM