Example 2: To search for specific products
You can create meaningful searches to look at the status of open billing balances. For example, if you want to see the balances for specific products, set the PRODUCT_CODE equal to those codes only:
- From Billing, select Generate reports to display the Generate reports window.
- Select Open Invoices and select Open Items by Product.
- Click Options and select Search Format to display the Select Search Instructions window.
- Click New to display the Search Instructions window.
- Enter the new search instructions.
- To search for product codes with a balance:
Subscription.PRODUCT_CODE = BASIC,JOUR
Subscription.BALANCE <> 0 - To specify comparisons for the codes to be excluded:
Subscription.PRODUCT_CODE <> PAC,SCHOL
Subscription.BALANCE <> 0p - To print open items for an entire group or type of product, such as all open subscription lines:
Product.PROD_TYP = SUB
Subscription.BALANCE <> 0
- Click Save to accept the search instructions, and close the Search Instructions window.
- Click OK to close the Select Search Selections window.
- Click Run to generate the report.