Requirement :In an already existing Transaction Search, we want to add Sales Order Number, Invoice Number and Invoice Date.
Scenario: Client uses a transaction search to fetch the transaction types customer deposit and payments. However, for Payment records we are unable to display Sales Order Number, Invoice Number and Invoice Date. In other transaction searches we are able to display Sales Order Number, Invoice Number and Invoice Date for Payment records.
We have tried using formulae and “Applied to” Join Fields to fetch the payment records details. However, we are unable to display the requirement.
In the search for the type of payment, we need to set mainline= False to fetch the invoice and sales order details.
This is the reason why in the search the join fields value was missing.