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How to show Customer's Current Deposit Balance in a Transaction Saved Search?
Hi,
We have a saved search for pending invoice which has the following criteria:
- Main line is true
- Type is Sales order
- Status is any of Sales Order:Pending Billing, Sales Order:Pending Billing/Partially Fulfilled
Results:
- Document Number
- Sales Rep
- Date
- Customer Name
- Amount
- Status
We would also like to have current customer deposit amount balance at the customer level (not sales order level). Is this possible? If so any tips would be greatly appreciated.
Thank you!
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