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This topic contains 2 replies, has 0 voices, and was last updated by misterhaus 13 years, 9 months ago.

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  • July 1, 2010 at 11:37 pm #7359

    StephQ

    Would like to customise the Order management report to show Sales Orders that are pending Billing for the whole financial year for folllow up with Sales Rep to check why the Sales Orders haven’t been billed. COmmissions are paid on Sales Order when they are created.

    Tried to change the filters to Open Sales Order date

    1/06/2009 to 30/07/2010

    Open Sales Orders > Order Status : Filter equals to Pending Billing but it is not working. Currently, it says Filter to OPEN and shows all the OPEN SALES order including those pending fulfilment..
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  • July 2, 2010 at 8:24 am #7360

    mesparas

    RE: Open Sales Order report to show only "Pending Billing"

    Hello,

    Please use the filter Open Sales Order: Validated Status: filters equal to Pending Billing.

    Hope this helps.

  • January 25, 2011 at 5:02 pm #7361

    misterhaus

    RE: Open Sales Order report to show only "Pending Billing"

    I was searching for this answer – “Validated Status” is what I needed. Thanks!

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