Discussions

Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more

NSC | How to create a dataset for Invoices related to Milestone Charges

edited May 29, 2025 5:41AM in Accounting / ERP

Scenario:

In project billing, users may need to identify actual Milestone Charges with their respective Invoices.

Currently, this is not possible via Saved Searches, but it is possible via Analytics Dataset.

Solution:

1.) Click Analytics

2.) Go to Dataset > then click New Dataset

3.) Select Charge

4.) For the Criteria:

Add the following filters:

Charge Type = Milestone (Column 1: select Charge, Column 2: select Charge Type)

Invoice = <No Value> then select None of (Column 1: select Charge, Column 2: select Invoice) - this will show Milestone charges with Invoices:

Criteria:

5.) Add columns

Invoice: (Column 1: select Charge, Column 2: select Charge Type)

Project Task (Milestone): (Column 1: select Charge, Column 2: select

Patrick Fresnosa | Advanced Accounting | SRP | Ask a Guru

nsc-community-whiz-signature.gif


Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 4 (Oct-Dec 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders