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

  • 26 May 2022
  • 2 replies

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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:





Best answer by Shawn Burt 26 May 2022, 16:37

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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. You  could create a DAC Ext that has a 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.

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


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