Is it possible to show the Invoice from Related Records of the Sales Order in Billing and Revenue Summary Report? The Sales order is showing and other Invoices but what I need to add is the invoice related to it.
this is the report
this is the record
note that the Schedule of Values is also the Sales Order.
Solution:
Upon checking this is a system limitation filed under enhancement 452208 Saved Search/Reports > Ability to show Related Records
Summary: Reports > Revenue > Billing and Revenue Summary > Ability to add Related record details like Invoices/Sales Order number, last Invoice Date, payment date
The enhancement has an alternate solution of creating a Saved Search as described below:
1.) Navigate to Lists > Search > Saved Searches > New.
2.) Select Transaction on the list.
-Under Criteria, set the following filters:
Main Line = is true
Type = is Invoice
–Set the following on the Results tab
—Create From: Number > Summary Type = Group
—Created From: Type > Summary Type = Group
—Date > Summary Type = Maximum
-. Assign a search title and hit Save.
OR
The Deferred Revenue Reclassification Activity Report shows a detailed log of all related revenue transactions including:
- Billing transactions
- Revenue recognition journal entries
- Billing amount allocation journal entries
- Foreign currency gain/loss adjustments
- Unbilled receivable adjustments
This displays all related Vendor Bills to a Revenue Arrangement/Element
