Hellllpppp!!!! Is there anyone here familiar with...
# general
h
Hellllpppp!!!! Is there anyone here familiar with the Billing Schedules? I need to create a report/saved search that will display the customer, sales order number, and the billing schedule for the unbilled portion of the Sales Order. Will really appreciate your help. Thank you in advance.
s
I might be wrong but from my experience the billing schedule detail, split out by future date, doesn't exist in the system as data. From my tackling of this issue before the system only knows the billing frequency, next billing date, and remaining bills to be generated and uses that data to present the full schedule by date to a user on the UI. What you see on the billing schedule tab in the UI isn't living in the system in that format, so if that is what you want on the report, you're probably out of luck. I've never been able to get to it natively. It would be possible with SuiteScript but that's a whole other thing. Happy to be corrected on this though
h
Thank you Simon for these insightful info. I’ll check with our tech consultant if it’s possible to report via a SuiteScript.
t
Check the billing tab > billing schedule/
h
I did, Tristan. Just want to have a report or saved search where all Sales Orders that are for billing will be seen at once.
t
gotcha, sorry Harold I misunderstood.