1. Create Saved Search Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria Filter:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select Main Line Main Line: Select Yes Click Set Click Results Click Columns Field: Select Memo Click Available Filters Filter:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.… Continue reading How to add Memo Field in the Sublist Under Related Records Tab of Sales Order Record
Tag: Memo field in saved search
Memo field multi-function in Main Line vs Line Level
//Info: CDUS-1491 When listing transactions, we usually set the main level to True to display one row per transaction and omit the line item details.We have set some criteria in the saved search to distinguish the orders based on the memo field value. For eg: Later, it was mentioned that the line level fields should… Continue reading Memo field multi-function in Main Line vs Line Level