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


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


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

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