Tag: sales order search

List of Sales Order where Invoices were Already Paid but no Item Fulfillment was made yet

1. Navigate to Transactions > Management > Saved Searches > New 2. Pull up Transaction search 3. On the Criteria tab > add the following:    Billing Transaction fields… > Type = Invoice   Type = is Sales Order   Applying Transaction: Type = is any of Cash Sale, Invoice, Item Fulfillment   Tax Line = is false   Shipping Line = is false   Status = is Sales Order: Pending… Continue reading List of Sales Order where Invoices were Already Paid but no Item Fulfillment was made yet

Search to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity

1. Navigate to Lists > Search > Saved Searches > New > Select Transaction. 2. Under Criteria tab, set the following: Type is Sales Order Date is (specify a specific period) Main Line is false Tax Line is false COGS Line is false Shipping Line is false *Set other criteria needed. 3. Under Results tab,… Continue reading Search to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity

Sales Order Saved Search that Shows Billing Schedule and Revenue Recognition

1. Navigate to Lists > Search > Saved Searches > New> Transaction. 2. On the Criteria tab > Standard subtab add the following filters: Type = is Sales Order Billing Schedule = specify billing schedules. 3. On the Results tab > Columns subtab add the following fields: Number > Summary type = Group Name > Summary type = Group Account > Summary type =… Continue reading Sales Order Saved Search that Shows Billing Schedule and Revenue Recognition