Sunday, June 2, 2019

Saved Search to Display List of Open Credit Memos by Customer

1. Navigate to Lists > Search > Saved Searches > New > Select Transaction.

2. Under the Criteria tab > Standard Subtab:

  • Type  is Credit Memo
  • Status  is Credit Memo:Open
  • Main Line  is True

3. Under Results tab > Columns subtab:

  • Date
  • Type
  • Name > Summary Type = Group
  • Document Number
  • Memo
  • Amount
  • Status
  • Add or Remove other fields as desired

4. Click Save & Run.

Note: This saved search will generate a list of customers. Upon clicking on a particular customer's name, a user can view a list of open credit memos and the total amount of the credit memo.

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