Display related Item Fulfillment/s on Invoice Form similar to Related Records tab on Sales Orders

  1. Go to Reports > Saved Searches > All Saved Searches > New.
  2. Choose Transaction.
  3. SEARCH TITLE = Related Item Fulfillments or (Any name)
  4. On the Criteria Subtab:
  5. FILTER column: Choose Type then any of Item Fulfillment.
  6. FILTER column: Choose Main Line then set to yes or true.
  7. On the Results Subtab:
  8. In the Columns Subtab click Remove All.
  9. FIELD column: Choose Document Number.
  10. Add necessary fields
  11. On the Available Filters Subtab:
  12. FILTER column: Choose Created From.
  13. Click Save.
  14. Navigate to Customization > Forms > Sublists.
  15. On the Transaction Subtab:
  16. SEARCH column: Choose the name of the Saved Search created.
  17. LABEL column: Item Fulfillments or (Any name).
  18. TAB column: Related Records or (A new tab may be created and this may be included there or any other subtab the list should be displayed).
  19. SALE column: Yes (Tick the check box).
  20. FIELD column: Choose Created From.
  21. Click Save.

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