Hi All, I'm trying to create saved search for a re...
# general
s
Hi All, I'm trying to create saved search for a report that list salesorder(SO) which customer deposit(CD) with specific payment method. My filter criteria is SalesOrder(SO) with specific lineitem(we have refund details as item in SO) and the SO's customer deposit with specific payment method. The problem is if have both SO criteria and CD criteria in saved search getting empty result. Any one have solution for this scenario "Saved search that has SO's lineitem filter and CD payment filter "?
n
You would likely need a custom field that records the related sales order in order to do this, otherwise CDs are not associated with individual SOs, they are associated with customer records.
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s
yep may be i need new custom field to deal with it because tried to retrieve CD and include SO with help of "Created from fields"