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NSC | Creating a Saved Search report to show related Return Authorization created for Invoice
Scenario
When creating a Return Authorization (RMA) from a Sales Order or Cash Sale record, the resulting RMA will appear under the Related Records section of the originating record. However, if the RMA is created from an Invoice, it will not be listed under the Invoice's Related Records tab.
Solution
To verify if there is a related RMA for an Invoice, you can create a Saved Search.
- Navigate to Report > Saved Searches > All Saved Searches > New > select Transaction as Search Type
- Add a Search Title
- In Criteria tab > Standard subtab, add the following:
- Type is Invoice
- Main Line is True
Judy Culanding | RPM | New to NetSuite
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