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.

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.

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