How do you get to the Originating Transaction or O...
# suiteanalyticsj
Juliana
12/10/2019, 9:07 PMHow do you get to the Originating Transaction or Originates From Transaction joins in Workbooks? I'm looking for them in the workbook but can't find them.
a
al3xicon
12/10/2019, 10:09 PM@Juliana I'm seeing "Related Transaction Lines - Next" and "Related Transaction Lines - Previous" now. Looks like they changed the name again (in saved searches it's Applied To and Applying still). Haven't tried but maybe give those a shot?
j
Juliana
12/10/2019, 10:28 PMYeah I saw those too, haven't used them yet but I'll give them a shot, thanks!
j
Jacob
12/11/2019, 7:57 PMyeah they keep on changing but try this not sure if changes are made but universal logic for searches are the following:
Jacob
12/11/2019, 7:58 PMa. Originating Transaction Record = Created From Fields....
Jacob
12/11/2019, 7:59 PMb. Related transactions created from the originating record = Applying Transaction Fields...
Jacob
12/11/2019, 8:00 PMc. Transactions applied to a related transaction like payments, credit memos, etc = Applied To Transactions
Jacob
12/11/2019, 8:02 PMd. Billing Transactions fields = Capture invoice information related to sales order/Vendor bill for purchase orders
Jacob
12/11/2019, 8:03 PMe. Fulfilling/Receiving transaction fields = Capture Item Fulfillment related to SO/Vendor Return/Transfer Order, Item Receipt related to PO/RMA/Transfer Order
j
Juliana
12/11/2019, 11:44 PM@Jacob thank you for the info! I was not able to find the Originating Transaction joins in the workbook even though I used to use them a year or so ago. I've switched to saved search for my report.
Although, do you happen to know of a saved search join for credit memos, from sales orders? I know using invoice transactions will get you there, but what about getting to credit memo results fields from a saved search where Criteria is only Type=Sales Order?