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
Best answer by Shawn Burt
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+1
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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