Wednesday, April 3, 2019

Show related Return Authorizations and Cash Refunds on the Cash Sale form

Return Authorizations and Cash Refunds created from the Cash Sale are still not appearing on the related Cash Sales. This concern is currently logged on Enhancement # 212413: Cash Sale > Refund > Make the Cash Refund appear as a related record from the original Cash Sale

Below are the steps that you may take as an alternate solution:

Step 1: Create a Saved Transaction Search
Step 2: Create a Custom Sublist for Cash Sales

Detailed steps below:

Step 1: Create a Saved Transaction Search

1. Please navigate to Reports > Saved Searches > All Saved Searches > New
2. Click on Transactions link
3. Set the following under Criteria tab > Standard subtab:

         Type = Return Authorization and Cash Refund

         Main Line = Yes

         Created From fields… > select type = Cash Sale

4. Add 'Created From' under Results tab > Columns subtab:

         Created From

5. Set the following under Available Filters tab:

         Created From || Show in Footer = Yes

         Date || Show in Footer = Yes

NOTE: Make sure that you enter first the 'Created From' field. You can only attach a saved search as a sublist if the search has at least one available filter. The sublist that is shown is filtered by the first filter listed on the saved search. Be sure that the search and the filter both apply to the record you are attaching the sublist to.

6. Enter Search Title.
7. Click Save & Run


Step 2: Create a Custom Sublist for Cash Sale

1. Please navigate to  Customization > Forms > Sublists 
2. Enter the following under Transaction tab:

         Search = (enter the search created on Step 1)

         Label = enter name of the Sublist (e.g. Related Records)

         Tab = select the Tab where you want to show the sublist (e.g. Billing)

         Sale = T

3. Click Save

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