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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
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