The Created From field found within the "Created From Fields..." join table can be used to get the origin transaction from which the current transaction is being pulled out.
Using the Created From field from an Invoice transaction saved search will yield the sales order number; using the Created From : Created From field will display the quote/estimate from which the sales order came from if there was one made.
The same applies to the Sales Order transaction saved search. The Created From field pulls the quote/estimate number, while the Created From : Created From field pulls the Opportunity number instead.
Tuesday, November 20, 2018
Created From : Created From field in sales transaction saved searches
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