Hello Everyone,
We have a scenario where our client has multiple Companies within a tenant and processes invoices for Vendors across these Companies. When making a payment in the "Checks and Payments" screen, the "Reference Nbr." finder under the "DOCUMENT TO APPLY" tab currently displays all open bills for the selected Vendor across all Companies.
The client would like the system to show only the open bills related to the Company/Branch they are currently working in (as selected in the top menu).
Although the filter option is available on the "Reference Nbr." finder , managing it becomes impractical since the client operates over 20 companies, requiring them to set up and maintain more than 20 filters.
Ideally, the "Reference Nbr." finder should automatically display only the open documents for the currently selected Company/Branch.
is there any way to restrict the "Reference Nbr." finder to show only open bills for the active Company/Branch?
Any suggestions on system configurations or alternative solutions would be greatly appreciated.
Thanks
