create a saved search off of sales order that list all billing schedule dates and amounts

AI generated answer (using internal Slack threads):

To create a saved search off of sales orders that lists all billing schedule dates and amounts, you can follow these steps: 1. Navigate to

Reports > New Search

. 2. Select

Transaction

as the record type. 3. In the

Criteria

tab, add the following filters: -

Type

is

Sales Order

-

Main Line

is

F

(this will ensure that line items are included in the search) 4. In the

Results

tab, add the following fields: -

Name

(this will display the customer name) -

Document Number

(this will display the sales order number) -

Billing Schedule

(this will display the billing schedule associated with each line item) -

Billing Schedule Fields... > Date

(this will display the billing schedule dates) -

Billing Schedule Fields... > Amount

(this will display the billing schedule amounts) 5. Save and run the search. Please note that this will only display the billing schedule dates and amounts for sales orders where a billing schedule has been assigned to each line item. If a line item does not have a billing schedule, it will not appear in the search results. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******