Saved search for Journals as Applying transaction of another journal

Scenario

Journal with a debit entry to an A/R account normally would show offsetting transactions in its Related Records tab as a link, whether it’s a Customer Payment, or another Journal that reduces the A/R account balance as a credit entry to it. 

Whereas a Journal with a credit entry to an A/R account will not show related transactions nor a link, although it was applied as A/R offsetting transaction. To identify the journal transaction/s to which this Journal was applied, user will need to create a transaction saved search.

Solution

1. Navigate to List > Search > Saved Search > New
2. Select transaction
3. Enter title
4. Under criteria tab, Select Applying transaction
   a) Applying Transaction: Select Any of
   b)Select the journal that was applied as A/R offsetting transaction
   Note: This is the journal with the credit entry to an A/R account.
   c)Click done
5. Under Result tab,
   a)Document Number
   b)Status
   c)Applying Link Amount
6. Save and Run

The search result shows original Journals. In its Related record tab, the applying Journals is linked.