HI, all. I'm trying to build a saved search that p...
# suiteanalytics
j
HI, all. I'm trying to build a saved search that pulls in quotes and also pulls in any resulting sales orders generated from those quotes. Is there a results field I can use to pull in the related Sales Orders? Basically, I need the reverse of CREATED FROM. I went through all the fields and nothing there seemed to work unless I missed it. I didn't check all the join possibilities, though. To put it more generally, is there a reverse version of CREATED FROM?
s
You should be looking for
Applying Transaction
, specifically with
Applying Link Type
of
Estimate Invoicing
You also might need to join to the
Applying Transaction fields...
and limit to
Mainline = T
if you are seeing more results than expected
j
Huh, I tried Applying Transaction : Document Number in the Results and it was blank. Configuration issue?
s
If the opportunity/estimate/quote was turned into a sales order, then the sales is the applying transaction to it