- Applied To Transaction fields.... - for example, on a Sales Order and an Estimate, the Applied To Transaction is an Opportunity. Because Sales Orders and Estimates are created from an Opportunity. Therefore, the Applied To Transaction fields.... of a Sales Order or an Estimate are fields found on an Opportunity record.
- Applying Transaction Fields... - for example, on an Estimate, the Applying Transaction is a Sales Order. Because the Sales Order is/can be created from an Estimate. Therefore, the Applying Transaction fields.... of an Estimate are fields found on a Sales Order record.
- Billing Transactions fields... - for example, on a Sales Order, the Billing Transaction can either be an Invoice or a Cash Sale. Therefore, the Billing Transactions fields.... of a Sales Order are fields found on a Cash Sale or an Invoice record.
- Deposit/Refund transaction fields... - for example, on a Cash Sale and Customer Payment, the Deposit/Refund transaction is the Deposit (via Transactions>Bank>Make Deposits).
- Fulfil/Receive transaction fields... - for example, on a Purchase Order, the Fulfil/Receive transaction is an Item Receipt. On a Sales Order, the Fulfil/Receive transaction is the Item Fulfillment.
- Paid Transaction fields... - for example, on a Bill Payment, the Paid Transaction is a Vendor Bill. Because the Vendor Bill is paid by the Bill Payment.
- Paying transaction fields... - this behaves like the Applying Transaction Fields... but with the involvement of a "cash" transaction. For example, on a Customer Refund, the Paying Transaction is a Credit Memo. Because Customer Refund pays for the Credit Memo.
- Realized Gain posting transaction fields... - this behaves like the Applying Transaction Fields... and the Paying transaction fields... but with the involvement of Foreign Exchange Gain/Loss. So if an Invoice is denominated in a foreign currency, paid on a date when the exchange rate is different, the Payment will be considered as the Realized Gain posting transaction.
- Revenue Committing transaction fields... - for example, on a Sales Order, the Revenue Committing transaction can be a Cash Sale, or an Invoice, if the said Sales Order do not have a Revenue Commitment.
Thursday, May 16, 2019
Transaction Saved Search Join Fields
on May 16, 2019