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How to link refund transaction to original payment transaction?

  • November 24, 2025
  • 4 replies
  • 83 views
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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.

    4 replies

    C
    Semi-Pro I
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    • ChandraM
    • Semi-Pro I
    • November 24, 2025

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

    Let me know if this works.

     

    Chandra M
      S
      Semi-Pro I
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      • SBaldwin
      • Author
      • Semi-Pro I
      • Answer
      • November 25, 2025

      ​@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.

        S
        Semi-Pro I
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        • SBaldwin
        • Author
        • Semi-Pro I
        • November 25, 2025

         

          C
          Semi-Pro I
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          • ChandraM
          • Semi-Pro I
          • November 26, 2025

          Nice. ​@SBaldwin Thanks for the update!

          Chandra M
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