ANS-0051 · SAVED SEARCHES & FORMULAS
How to Display Unbilled Amount at Line-Item Level on a NetSuite Sales Order Saved Search?
Learn how to calculate and display the unbilled amount for individual line items on a NetSuite Sales Order saved search using custom formulas.
Short answer
To display the unbilled amount at a line-item level on a Sales Order saved search, use a formula field. Since standard 'Amount Unbilled' fields are not line-level, calculate the value using line-level fields like quantity fulfilled, quantity billed, and rate. This approach accurately reflects unbilled amounts per line.
Scenario
Users often seek to display the unbilled amount for each line item on a NetSuite Sales Order saved search. The challenge arises because standard fields such as "Amount Unbilled" or "Amount Remaining" are not available at the line-item level within saved searches.
Solution
To accurately display the unbilled amount at a line-item level, users must create a formula field within their saved search. This formula leverages existing line-level fields to calculate the desired value. For instance, to determine the unbilled amount for items that have been shipped but not yet invoiced, use the following formula: ({qtyfulfilled}-{qtybilled})*{rate}. To include backordered quantities in the calculation, reflecting the total unbilled amount based on the original order quantity, use this alternative formula: ({quantity}-{qtybilled})*{rate}.
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