I'm attempting to link "Replacement" SOs to the or...
# generald
depthless
08/23/2018, 2:29 PMI'm attempting to link "Replacement" SOs to the original SO. So I added a custom field, but I can't seem to enter the Original SO # in the field when I create the Replacement SO. Did i set this field up incorrectly?
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ryanhowson
08/23/2018, 2:32 PMRemove Sales Order from Source List and Source From then add Type to 'Filter Using' any of Sales Order
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depthless
08/23/2018, 2:34 PMJust tried that, still not working for me. How can I make it so they can type in the SO # and it will search?
depthless
08/23/2018, 2:34 PMmessage has been deleted
depthless
08/23/2018, 2:36 PMit wants me to type all of "Sales Order #2195505"
depthless
08/23/2018, 4:57 PM@ryanhowson any ideas on the above?
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ryanhowson
08/24/2018, 7:55 AMI believe you're after Transaction Name but I can't remember how the sourcing works! sorry 🙂
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Cr223309
08/27/2018, 2:01 PM@depthless Type a percent sign (%) before the Sales Order number. This way you wont have to type "Sales Order" each time
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