Create a Customer Deposit Saved Search to Display Linked Sales Order

1. Navigate to Lists > Search > Saved Search > New

2. Select Transactions

3. On the Criteria tab, add the following:

• Type is Customer Deposit

4. On the Results tab, add the following:

• Sales Order of Deposit : set to Document Number (to show the sales order number)
• Sales Order of Deposit : set to Amount (to show the sales order amount)

5. Click Preview.

 

Note: See Enhancement 218021 : Sale Order Transactions: Create Deposit>Have an option to display the associated deposit as part of the subtotal details of the related sales order in printed PDF and HTML transaction forms.