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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Sales Order Saved Search + Billing Schedule Details
Hi Guys,
I wanted to ask if anyone here is familiar how I can extract data from SO transaction in saved search with Billing Schedule details? Please see screenshot below.
In saved search I was only able to extract 'Next Bill' field but it shows only 1/4 results (please see screenshot below as reference), also I wasn't able to extract the amount for each date...
We have different Billing Schedules and the finance team are trying to get a picture when they need to Bill next the customers and for what amount. If this is not applicable any other workaround will be more than appreciated. I know there is a NS vanilla report called: Billing Forecast, it's nice but still missing some details. Thank you for any response.
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