Friday, September 14, 2018

View Only Transactions Entered for the Parent Customer


Parent customer record displays all transactions for both parent and child customers. To view only transactions entered for the parent customer, perform the following:

1.    Navigate to Lists > Relationships > Customers.

2.    Click View next to the parent customer.

3.    Click Sales tab and Transactions subtab .

4.    Click Customize View.

5.    Under Criteria and Standard subtab, set the following:

o    Formula (Numeric) > Formula: case when {mainname} = {customer.parent} then 1 else 0 end 

o    Formula (Numeric) = equal to

o    Value = 1

6.    Enter a name for the custom search.

7.    Click Save.


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