Is there a way to display the associated invoice number on an Item Fulfillment when there is one? I’ve tried all sorts of saved searches and formulas. Nothing.

Do you want to display it just on the IF transaction itself, or in a separate saved search?

Well, ultimately I want it displayed on the packing list. They’d prefer to also see it on the item fulfillment, but I’ll take what I can get

shouldn't the invoice be a related transaction/record of the fulfilment? Why not have a custom field and source it from related invoice and show it in the packing slip. A bit convoluted though.

@Sam-I-Am That’s exactly my thinking. But I can’t find a way to do it.

The Invoice & IF are related transactions of the Sales Order. But the IF is not related to the Invoice. You can make a search from the SO that shows both or make a search of Inv And IF group by Created From.

on an IF search this is the field: Applied To Transaction : Billing Transaction

@Howard there would be problems as SO:IF and SO : Inv can be 1-to-many. It would more suit a sublist. The other option might be NS_CONCAT to capture all the doc numbers.

While true using the above shows all billing transactions on a saved search just couldn’t figure out a way to store it on the field consistently.

We had the problem with the link not being consistent here for RAs to Invoices. Turns out this happened if the user made any edits to the line on the RA it lost connection. Also, we wanted to show the original invoice # and date on credit memos...end up having fields on the RA that carried through the IR and CM to populate text values of the data via workflow. Might be an option for the Inv to IF but assuming the IF is created first the trigger may need to be on the INV side.