Hello guys Is it possible to create a saved search...
# general
w
Hello guys Is it possible to create a saved search with its related records? For example, I want to create a saved search of the purchase orders and show the transactions that are in the related records.
e
Yes there should be a criteria/results option for Applying Transaction... scroll down to the ... fields, you can then find selections for Applying Transaction - Created From
s
applying transaction
and
applied to transaction
, depends on the transaction type if you need to go both ways
w
Thank you @Sandii and @Eric Shouler. I solved this by using the applying transaction and main line = n.
n
Maybe you can search on all transactions and include the Created From field. Filter you Created From by Type Sales Order.