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How to create a Saved Search for CD Deposit and associated Sales Order?

edited Apr 19, 2023 9:30PM in Ask A Guru 3 comments

We need a saved search that will present the following data where we link the customer deposit record to the sales order and need to capture the total that is applied and balance that is available on the customer deposit record. Note that not all customer deposit records have a sales order.


Result


Criteria:


The resultant output generates more than one record as shown below. Highlighted is what we need.


Any help would be appreciated.

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