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NSC | Show Total Sales Order Amount on a Project

edited May 18, 2026 5:16PM in Accounting / ERP

A user wants to track the total value of Sales Orders created for each Project. For example, if Project A has three Sales Orders for 150, 100, and 50, the report should show Project A with a total Sales Order amount of 300.

Create a saved search that summarizes Sales Order amounts by Project, then validate the results against the Project record and related transactions.

  1. Go to Reports > New Search > Project.
  2. On the Criteria subtab, add a filter:
    1. Transaction : Type is any of Sales Order
  3. On the Results subtab:
    1. Keep Name or ID to identify the Project.
    2. Add a currency formula field:
      1. Field: Formula (Currency)

Clarisa De Torres | Ask a Guru

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