Does anyone know how to view deposit fields with a...
# general
t
Does anyone know how to view deposit fields with a transaction search for type: sales order? Any workarounds? I want to have sales orders and related deposits on same saved search.
j
Customer deposits related to a sales order? Yes. Use the
Applying Transaction Fields...
join (at the bottom of the field list)
Non-join field
Applying Transaction
will get you the type and doc no. If you need amount and other deposit details, then use the join
t
Ahh. Thanks! Will give it a go.
d
how about deposit transactions for a customer? can i track it as well?