NSC | Saved Search to show Items Sold but not yet Billed / Invoiced

Scenario

A user needs to create a Saved Search that shows both:

• Items sold but not yet paid by the customers
• Items sold but not yet paid to the vendors

Solution

This can be accomplished by creating an Item Saved Search with the following details:

• Criteria tab > Standard subtab

• Criteria tab > Summary subtab

• Formula used:

CASE WHEN {transaction.type} = 'Sales Order' THEN {transaction.quantity} END

ABS(CASE WHEN {transaction.type} = 'Sales Order' THEN {transaction.amountunbilled} END)

ABS(CASE WHEN {transaction.type} = 'Purchase Order' THEN {transaction.amountunbilled} END)

• Results tab

• Formula used:

Qty on SO: CASE WHEN {transaction.type} = 'Sales Order' THEN {transaction.quantity} END