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Payment Document saved search and get Applied to Invoice fields

edited Jun 2, 2025 2:50PM in Ask A Guru 3 comments

Hello,

We have a transaction saved search for type = 'Payment' and we are able to get all the information needed with the exception of Applied to Invoice field. Tried Applied to, Originating Invoice fields and no result. Is this a limitation or is there a way to get Applied to Invoice information for the Payment Document Transaction search.

Appreciate feedback.

Thank you

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