Scenario
To show related Sales Order on a Customer Deposit Saved Search.
Solution
1. Go to Lists > Search > Saved Search > New
2. Click Transaction
3. Search Title: Enter Title
4. Click Criteria
5. Click Standard
6. Filter:
Note: Always click Add once Filter is selected and adjusted as needed.
Note: Always click Add once Field is selected and adjusted as needed.
10. Click Save & Run
2. Click Transaction
3. Search Title: Enter Title
4. Click Criteria
5. Click Standard
6. Filter:
Note: Always click Add once Filter is selected and adjusted as needed.
-
- Select Type = Customer Deposit
- Select Main Line = Yes
7. Click Results tab
8. Click Column subtab
9. Field:Note: Always click Add once Field is selected and adjusted as needed.
- Select Document Number
- -
- Select Name
- -
- Select Sales Order of Deposit Fields..
- -
10. Click Save & Run