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How to link refund transaction to original payment transaction?

  • Nov 24, 2025 7:07 PM UTC
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Semi-Pro I
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I’m having a hard time building a GI that will show an original payment reference number and any corresponding refunds associated with that payment reference number. The  ARTranPostBal is referenced but it’s a hidden table and not able to be used for reporting.

How else can I bridge these two transactions?

Best answer by SBaldwin

​@ChandraM I actually ended up using the ARTran table and conditioned it to only look at REF types. It was able to give me the source reference number which is the original payment number.

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    4 replies

    Semi-Pro I
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    • ChandraM
    • Semi-Pro I
    • Nov 24, 2025 7:27 PM UTC

    Hi ​@SBaldwin , 
    Try building the GI from AR Payments and ARAdjust tables.

    Let me know if this works.

     

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    Chandra M
      Semi-Pro I
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      • SBaldwin
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      • Semi-Pro I
      • Answer
      • Nov 25, 2025 11:44 AM UTC

      ​@ChandraM I actually ended up using the ARTran table and conditioned it to only look at REF types. It was able to give me the source reference number which is the original payment number.

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        Semi-Pro I
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        • SBaldwin
        • Author
        • Semi-Pro I
        • Nov 25, 2025 11:46 AM UTC

         

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          Semi-Pro I
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          • ChandraM
          • Semi-Pro I
          • Nov 26, 2025 6:26 PM UTC

          Nice. ​@SBaldwin Thanks for the update!

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          Chandra M
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