Scenario

User may need to link Bill records with Item Receipts and show which Bill was created from which Item Receipt.

 

When a Purchase Order is created, Users will receive Items before you Bill them. Therefore the normal business practice is to click the Receive button on Purchase Order to create an Item Receipt and then from the Item Receipt record, users click Save & Bill to create a Bill record.

 

However, under the Bill record > Related Records, it only shows Payment and Purchase Order, but no Item Receipt.

 

Solution

 

1. Navigate to List > Search > Saved Searches > New 
2. Click Transaction
3. Search Title: Enter Title
4. Click Criteria tab
5. Click Standard subtab
6. Filter:

• Select Type

1. Type: Select any of
2. Select Purchase order
3. Click Set

• Select Main Line

1. Select No
2. Click Set
3. Click Results tab
4. Click Columns subtab
5. Click Remove all button
6. Field:
7. Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Add more fields as needed.

• Select Document Number
• Custom Label: Enter PO Number
• Select Amount
• Custom Label: Enter PO Amount
• Select Fulfilling/Receiving Transaction
• Custom Label: Enter Item Receipt
• Select Billing Transaction
• Custom Label: Enter Related Bill
• Select Billing Transaction Fields…
• Billing Transaction Field: Select Amount
• Select Transaction number
• Select Vendor Fields…
• Vendor Field: Select Name

1. Click Save & Run