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How to customize Payment Saved Search to add Sales Rep from Invoice?
I have created a saved search that utilizes the payments "type" in order to take into account the prompt payment discounts received. It is successfully pulling each payment that is received. I am also utilizing a custom field within the payment transactions called "Commission Status" that is a list of Paid or Pending. This is working as expected.
However, I'm trying to also add the associated sales rep for the original invoice to the search and it doesn't appear that any possible combination of "sales rep" is displaying it from the invoice. I have used the standard "sales rep" field as well as the Sales Order of Deposit: Sales Rep field and neither displays data. The Criteria and Results fields are listed below.
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