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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
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Parent-Child Custom Field/Saved Search Help
I have 2 custom fields used on Replacement SO's (i.e. cust wanted to return prod for a replacement) that allow a CSA to choose which RA and Original SO the replacement order is for.
Field 1: Drop down on SO that shows RA's for specific customer
Type = List/Record
List/Record = Transaction
Applies to = Sale
Source List = Sales Order
Source From = Created From
Filter Using = Type, Compare Type = equal, Value Is = Return Authorization
Filter Using = Customer, Compare Type = equal, Compare to Field = Customer
Field 2: Drop down on SO that shows SO's for specific customer
Type = List/Record
List/Record = Transaction
Applies to = Sale
0