Hi, I want to make a saved search with two records : sales order , invoice. I selected transaction saved search and filtered the type as sales order and invoice. I want to show the amount from the invoice. I can select amount from the result tab, however, I'm not sure if it's from the sales order or from the invoice. How do you know if it's from the sales order or the invoice???? I also found 'invoice field ...' → amount. I guessed this is the amount in the invoice?

@李 知恵 I hope this would help you

@Vikas Thanks ! Can you tell me how to join those two records? For example.. If the Sales order internal ID 1311 is connected to Invoice 1338, I want the amount column to show the amount of the invoice, so that it does not show different two rows.

Use applying transaction , applied transaction

Just an idea, apologies if i've misunderstood, but if you want one line with the invoice amount but want to know the Sales order # that it's linked to. I would have the criteria as just invoice, and in the results tab add "created from", this will show the linked SO reference number :)

@Annabel Thanks a lot, your answer is exactly what I wanted! cheers!!