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NSC | Replicate "Bill Date" from Invoice Sales Orders Page on Saved Search

edited Aug 15, 2025 4:03PM in Accounting / ERP

Scenario

A user is inquiring about the source of the "Bill Date" field on the "Invoice Sales Orders" page and aims to replicate this in a saved search. However, they are unable to locate the "Bill Date" within the saved search options.

Solution

Under the Results tab > Columns, you can add "Next Bill Date" field on the transaction saved search.

Note: This will be the same with the saved search if the Sales Order has a Billing Schedule. If the Sales Order has no Billing Schedule, the default date is today's date on the Invoice Sales Order page meanwhile the date shown on the Next Bill Date on the Saved Search will be the same as its transaction date.

Clarisa De Torres | Ask a Guru

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