This has to be real simple... Trying to create a s...
# general
b
This has to be real simple... Trying to create a saved search that have POs that are open and if they have a bill associated with, I need the amount of the bill I have tried everything I could think of and cant seem to get it. If there is one bill for multiple lines it adds bill amount for each line. Here are my criteria and results:
s
try adding billing transaction : main line = true into your criteria.
Also, it might be easier to look at the bill first and then link in anything based on the created from field as that should be the PO. If it's not created from a PO then it would be irrelevant and not returned in the results.
b
tried the billing main line and that didnt work. but what i need is POs that are open with or without bills and if there are bills associated then i need whats been billed
s
in
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s
Try using the link for applying transaction and limit it to bills. I was able to approximate what you were looking for but you would have to be creative with your fields as you would have to case them out if you want both billed and unbilled PO's. You could also use the quantity billed field as a control since that tells you which lines are billed rather than simply using the PO status.
d
My workaround for this was doing a formula off of the quantity billed. The detail on the search shows the quantity/amount for each line item, rather than the entire amount or quantity like you mentioned.
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