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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

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