How can I do a search of sales orders and also sho...
# general
p
How can I do a search of sales orders and also show their related records?
s
Applying transaction
and
Applied to transaction
are the joins in either direction for all transactions that are "related" records. If you want to see the type of join they are/how they are linked, then add
applying link type
and
applied to link type
It can get really complicated wonky depending on the types of joins with mainline as well as if you pull info from the joined transaction use the
fields...
join, you want to be sure also include mainline is T or F from the joined record
In suiteanalytics, there is a different name for the joins, it is called
Related Transactions - Next
and
Related Transactions - Previous
, same idea as the search though
p
Thanks. I found the Analytics one but the hope was to show only the last related transaction and I can't seem to figure that out in analytics. Going to look into pivot tables for that.
s
I would think a summary criteria on MAX date should do it?