ANS-0077 · SAVED SEARCHES & FORMULAS
How to Get the Billed Amount from a Sales Order in NetSuite Saved Search
Accurately retrieve the total amount billed for individual sales order lines by configuring specific criteria in your NetSuite saved search.
Short answer
To display the billed amount from a sales order in a NetSuite saved search, include the field 'Billing Transaction : Amount' in your results. Crucially, ensure that the search criteria specify 'Main Line is false' to correctly aggregate transaction line details and accurately reflect the billed value for each item.
Scenario
Users often need to create a NetSuite saved search that accurately displays the total amount billed for a sales order. This requirement typically arises when tracking the financial progress of orders and reconciling billed values against original sales figures. Without the correct configuration, the billed amount may not appear or may be inaccurate.
Solution
To retrieve the amount billed from a sales order within a NetSuite saved search, configure the search as follows:First, add the field "Billing Transaction : Amount" to the Results tab of your saved search. This field provides the relevant billed value.Second, to ensure that the billed amount is correctly displayed for individual line items rather than the main transaction, it is essential to add a criterion on the Criteria tab: Set "Main Line" to "false".
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