Therefore, use Vendor : Name/ID or Customer : Name/ID as an Available Filter field. It will reflect a type in field to enter the name of the vendor or the customer depending on the type of transaction filtered.
Friday, January 18, 2019
Name added as an Available Filter field to show in footer of a Transaction Search is shown as a dropdown field and reflects not only Vendors but also Customer/Projects list
The reason why the Name field added as an Available Filter Field on a Transaction Search would reflect a dropdown field of all Entity Records is because the Name field is used on all kinds of Transaction Searches. Name on a Bill Search, for example, would show the Vendor Name while Name on a Customer Invoice would show the Customer Name.
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