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How to pull future invoices and its expected creation date based on the Billing Schedule?

edited Feb 10, 2023 9:24PM in Ask A Guru 4 comments

hi team, client have these modules enabled Arm, project mgmt, Advance billing.

Client request is to create a report to track Project showing next invoicing schedule.

the team had created a saved search which pulls data in the project record for project number,client,project name,item, sales order amount but lacks details on future invoices to be created as well as their expected creation date since saved reports currently pulls only data which is already in Netsuite.

Is there a standard functionality in Netsuite among these modules enabled in client Netsuite instance to pull a report indicating the project number, client, project name, item, sales order amount and future invoices that will need to be created and its expected creation date based on the billing schedule or if there is another workaround . thank you.

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