The table below outlines all possible types of transactions linked through Applied To and Applying Transaction join fields.
This is useful when creating transaction saved searches, so users are guided what correct join field to use based on the transaction type they would like to pull up.
The 2nd column (Type) is added in the Criteria tab, while the 1st (Applied to Transaction) and 3rd columns (Applying Transaction) are added in the Results tab of the search.
Example: Line 1
Criteria tab:
- Type = is Vendor Bill
Results tab:
- Applied to Transaction Fields… > then choose ‘Type’
- Applying Transaction Fields… > then choose ‘Type’
Note: Join Fields are found on the bottom part of the dropdown list and are denoted by ellipsis (…)
Applied to Transaction Type shows:
- Purchase Order = if the Bill is created directly from a Purchase Order
- Item Receipt = if the Bill is created from an Item Receipt
Applying Transaction shows:
- Bill Credit = if the transaction is created by clicking Credit button on the Bill
- Bill Payment = if Make Payment button is used
- Vendor Return Authorization = if Authorize Return button is used
- Journal = if the Journal debits an Accounts Payable type of Account and is applied to the Bill through the ‘Pay Bills’ or ‘Pay Single Vendor’ page
| Applied To Transaction Type | Type | Applying Transaction Type |
| • Purchase Order• Item Receipt | Bill | • Bill Credit• Bill Payment• Vendor Return Authorization• Journal |
| • Bill• Expense Report• Commission• Journal | Bill Payment | • Currency Revaluation |
| • Purchase Order• Transfer Order• Return Authorization• Bill• Item Fulfillment• Invoice | Item Receipt | • Bill |
| • Sales Order• Requisition• Blanket Purchase Order• Purchase Contract | Purchase Order | • Vendor Return Authorization• Bill• Item Receipt• Item Fulfillment• Journal |
| • Purchase Order• Bill | Vendor Return Authorization | • Bill Credit• Item Fulfillment |
| • Sales Order• Credit Card• Bill• Bill Credit• Opportunity• Estimate• Expense Report | Invoice | • Payment• Return Authorization• Deposit Application• Journal• Credit Memo• Item Receipt• Currency Revaluation |
| • Invoice• Journal• Customer Refund• Statement Charge | Payment | • Deposit |
| • Opportunity• Estimate | Sales Order | • Invoice• Cash Sale• Item Fulfillment• Return Authorization• Customer Deposit• Purchase Order• Work Order |
| • Vendor Return Authorization• Sales Order• Transfer Order• Purchase Order | Item Fulfillment | • Item Receipt• Credit Memo• Cash Refund |
| • Bill• Vendor Return Authorization | Bill Credit | • Invoice |
| • Payment• Customer Deposit• Cash Sale | Deposit | • Bill Credit |
| • Sales Order• Invoice• Cash Sale | Customer Deposit | • Deposit Application• Deposit |
| • Sales Order | Cash Sale | • Return Authorization• Cash Refund• Deposit |
| • Customer Deposit• Customer Refund• Invoice• Journal• Statement Charge | Deposit Application | |
| • Cash Sale• Invoice• Sales Order | Return Authorization | • Credit Memo• Item Receipt• Cash Refund |
| • Customer Refund• Return Authorization• Invoice• Item Fulfillment• Journal• Statement Charge | Credit Memo | |
| Customer Refund | • Credit Memo• Deposit Application• Payment• Journal | |
| Opportunity | • Estimate• Sales Order | |
| • Opportunity | Estimate | • Sales Order• Invoice |
| Expense Report | • Bill Payment• Invoice | |
| Commission | • Bill Payment | |
| • Cash Sale• Return Authorization• Item Fulfillment | Cash Refund | • Check |
| • Bill• Invoice• Cash Sale• Sales Order• Customer Refund• Purchase Order• Journal• Revenue Commitment | Journal | • Deposit Application• Payment• Journal• Bill Payment• Currency Revaluation |