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Re: Saved Search Filtering Transaction by Subsidiary
Hey @Amy C., If you are building a Transaction Search, you can use the "Customer (Main Line) : Primary Subsidiary = Subsidiary ***" criteria to display only Customers for the required Subsi…1 -
Re: Calculate total weight of packages on Item Fulfilment
Hey @User_JJC0O, You can use the "Shipment Package" join to get the data related to Package Weights on Item Fulfillments:1 -
Re: Clarification Needed on Vendor Bank Account Selection During EFT Payment
Hey @User_9VVSQ, On the Bank Details record for each Vendor, you have to specify the "Type" as "Primary" or "Secondary". The EFT solution will use the "Primary"…1 -
Re: Payment Saved Search with amount of the payment applied to each invoice
Hey @snaseer, You should be able to get that via Invoice Saved Search and "Paying Transaction" join. Here is a screenshot for the results that should help:1 -
Re: Customer Saved Search - Customers without any transactions
In the second one, you should choose "Any of None", which means "there aren't any transactions".1