Tuesday, September 18, 2018

Add totals on the Transaction History of an Item record

1. Navigate to Lists > Accounting > Items
2. View the Item
3. Navigate to the Related Records tab > Transactions subtab
4. Click on Customize View button
5. Click on More Options button
6. Navigate to Results tab, then check the box for "Show Totals".
7. Take note of the Search Title and Save. After saving, it will prompt back to Item record.
8. On Item record, go back to History tab, then to Transactions sub tab
The Transaction subtab will show on the View field the Custom View created and it will provide the totals

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