Working on some short term vs long term billings r...
# suiteanalytics
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Working on some short term vs long term billings reporting. It's a Transaction Search where I need to get Invoice Line Item total $s for current month, then find their related Revenue Elements for $. The trick is that the RA/REs are created from Sales Orders in 99% of cases, not from the Invoice. The other 1% are created from the Invoice. So I need to reference either Invoice Item > SO Item (created from) > Revenue Element or Invoice Item > Revenue Element. The short question: Is this doable using formula fields? If yes, I'll get into figuring out how thru suiteanswers and NS Support help if needed. If no, I'll save myself a lot of work by reporting back to the Finance team that we'll need to export two sets of data (Invoice and RE) and match up in Excel.