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.