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How can you find all related records to a set of transactions?

edited Mar 10, 2020 2:43PM in Ask A Guru 1 comment

Hi,

We would like to be able to find all of the related records of a set of transactions. For instance we start with a Sales Order then add Customer Deposits, Invoice, RMAs, Item receipts, Credit Memos, Refunds etc. We would like to be able to see all of these records in a single view as related records in a subtab of these transactinos so we can easily get a complete view of all transactions associated with a Sales Order. This will help prevent errors and possible duplication. In the SO Related Records field it doesn't show the related records of

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