create a saved search for purchase orders received...
# ask-stanley-ai
d
create a saved search for purchase orders received unbilled
c
AI generated answer (using internal Slack threads):
To create a saved search for purchase orders received but unbilled, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Purchase Order from the list. 3. On the Criteria tab, set Main Line to False. This will allow you to look at the detail line level. 4. On the Results tab, add the fields you want to display. For example, you might want to include Name, Item, Quantity, Amount, Quantity Billed, Amount Billed, etc. 5. To calculate the unbilled amount, you can use a formula field. Click on Formula (Numeric) and enter the formula
amount-(quantitybilled*rate)
. This will subtract the billed amount from the total amount to give you the unbilled amount. 6. Save and run the search. This will give you a list of all purchase orders that have been received but not yet billed. You can further refine the search criteria and results to suit your specific 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. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84976697
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848783433
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835348785
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