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Saved search or list view to show RA's and associated transactions?

edited Jan 3, 2020 12:57AM in Search / Reporting

My AR team is requesting a list view that details RAs of all status and associated SOs/Invoice numbers. I am only able to access the invoice number once the CM has been created and applied (by drilling down through the CM record). Does anyone know how to source the following data for RAs (whether the CM has been created or not)?

RA#
RA Status
Originating SO#
Invoice# associated with SO

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