Reputation: 1
I'm trying to create a Saved Search that includes all Sales Orders and their Sub-List related records (ie. Invoices, Revenue Arrangments, etc.)
I've looked for the fields in the SuiteScript Record Browser and had our Admin run a Custom Fields report. But they don't exist in either location.
Any thoughts on how to run a Saved Search for Sales Orders that includes the associated Invoices, Revenue Arrangements, etc?
Upvotes: 0
Views: 4547
Reputation: 7
Try "applying transaction" or "apply to transaction", you should be able to extract the related transaction. Also, this should generated multiple main line transactions.
Upvotes: 1
Reputation: 575
On Transaction Saved Search you can give criteria/filter as 'Type' as 'SalesOrder , Invoice ' etc... There is a filed in Invoice called Created From or Created From Fields... You can use this field to map to Sales Record . And finally Group the Result
Upvotes: 2