Ryan Longenecker
02/17/2025, 10:16 PMCeligo AI
02/17/2025, 10:16 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that creating a "commission" transaction search and pulling the linked transactions in the "liabilities" > "by transaction" tab is not directly addressed. However, there are some suggestions that might be helpful. In the first conversation, the user is trying to create a search that can filter by an Invoice # and see the commission paid against that invoice. The suggestion was to try using type = invoice as a filter, but it's not clear if this was successful. In the second conversation, the user is trying to create a saved search for commission and display it as a list view in the Sales Order/Invoice subtab. They were unable to find the Sales Order or Invoice Number field from the result field in their search. The suggestion was to try using the "Applied To Transaction" field, but again, it's not clear if this was successful. In the third conversation, the user is asking if it's possible to create a saved search of paid invoices and then see the transactions which were used to pay for it. The suggestion was to check the
applied to transaction
and applying transaction joins
as well as the applied to link type
and applying link type
, as one of those link types will join the payment with the invoice record.
So, while it's not directly addressed, it seems like the "Applied To Transaction" field and the applied to transaction
and applying transaction joins
as well as the applied to link type
and applying link type
might be useful in creating a "commission" transaction search and pulling the linked transactions in the "liabilities" > "by transaction" tab.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
02/17/2025, 10:16 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.855092585
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843328953
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82784003
Celigo AI
02/17/2025, 10:16 PM