How do I go about adding SO Number and Invoice Number to the selector for Original Transaction on the Payments Screen?

Question

I have been asked if it’s possible to add SO Number and Invoice Number columns to the popup Selector for choosing the original transaction when issuing a refund on the Payments and Applications screen. This would make finding the original transaction a lot quicker. Any pointers on how I would go about doing this would be most welcome.

See image below:

Thanks,

Phil

Shawn Burt · Accepted Answer

The issue is that there is not a 1 to 1 relationship between payment and SO or INV. In some cases it may be the case but there is a 1 to many relationship between orders/invoices and payments in the Database so it can be tricky. Youcouldcreate a DAC Ext that hasa calculated field and have that formula do a “FIRST” so it gives you the initial linked document but if there really is more than one it may not return the one you want to see.

ppowell · Answer

@Shawn BurtThanks! That makes total sense. I think we’ll skip this for the moment and maybe revisit at a later date.

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