Sunday, October 14, 2018

Create a Sublist that Displays Return Authorizations Created From the Invoice


A. Create a transaction saved search

1. Navigate to Transactions > Customers > Issue Return Authorizations > Lists.

2. Click Customize View.

3. Click More Options.

4. In the Criteria tab, add the following filters:

  • Main Line > is true.
  • Type > is Return Authorization.           

5. In the Available Filters tab, add the following filters:

  • Created From > Show in Footer is unmarked.            

6. Click Save & Run.


B. Create a custom subtab

1. Navigate to Customization > Forms > Subtabs.

2. Under Transaction tab, enter a title (e.g. Return Authorization Tab)

3. Click Save.


C. Create a custom sublist

1. Navigate to Customization > Forms > Sublists.

2. In the Transaction tab, enter the following values below:

  • Under Search select the search just created
  • Enter a Label

  • Under Tab select the tab just created

  • Sale is marked            

3. Click Save.


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