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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Points to be noted when we unlink Customer deposit using (Standard Sales Order - Cash Sale) Form
The Create Deposit feature is only available when the sales order form is invoice. Once the form is changed to cash sale, any customer deposit created from or is linked to the sales order will be removed.
The Customer deposit will be unlinked if we change the sales order to a cash sale form.
The sales order-related records will not show the deposits, and the customer deposit in the sales order field will be empty.
But there is an issue when we do a transaction saved search.
The created from field value of customer deposit in a transaction saved search still shows the sales order number even if it is disconnected.
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