Sunday, November 11, 2018

Create a Customer Deposit Saved Search to Display Linked Sales Order

1. Navigate to Lists > Search > Saved Search > New

2. Select Transactions

3. On the Criteria tab, add the following:

  • Type is Customer Deposit

4. On the Results tab, add the following:

  • Sales Order of Deposit : set to Document Number (to show the sales order number)
  • Sales Order of Deposit : set to Amount (to show the sales order amount)

5. Click Preview.


Note: See Enhancement 218021 : Sale Order Transactions: Create Deposit>Have an option to display the associated deposit as part of the subtotal details of the related sales order in printed PDF and HTML transaction forms.  

1 comment:

  1. Hi - how would I pull in the customer deposit number as well? Thank you!