Thursday, October 18, 2018

Display Line Item Description on a Transaction Search

User entered a custom description on the Description column on the line item of the Sales Order.  They then wanted to show this description on a transaction saved search. 

There is no Description field on a transaction saved search.  If you will use Item Fields: Description, this will pull up the Sales Description on the Item Record.

To show Line Item Description, in the Results tab of the search use Memo field.

 

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3 comments:

  1. Donald AntonioMarch 14, 2021 at 8:18 PM

    Thank you!

    ReplyDelete
  2. ValnukeApril 2, 2021 at 2:44 AM

    thank you... would have never guessed. why can't they just include the correct field?????
    also if you export/import that field, you lose all line feeds/returns

    ReplyDelete
  3. UnknownSeptember 17, 2021 at 6:45 PM

    We also have a line item column that is separate from the line item description/Memo that is called "Memo". It's just another text field and I can't find a way to pull it into the results page of a saved search. Any thoughts?

    ReplyDelete

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