Discussions
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Is it possible to have a roll-up Transaction search (not show by line item)?
Still very new, and not 100% sure what I'm aiming for. But one thing I noticed when trying to create a Transaction search (limiting type by Sales Orders, Quotes, and Opportunities) is that it blows the results out to include all line items within those transactions - plus a couple extra.
That is, even if a Sales Order contains only one single product line item, it actually shows as THREE Transaction rows in the view. One row is blank for line items, one row has the single product / line item, and one row has the freight.
I'm looking to generate a search view that is just the rolled up Sales Order / Opportunity / Quote as a single line per ID. Likely something super easy (even fundamental) that I'm missing.