[pixelplumber Contributions: 0Level 1☆]

In saved search results I see that you can display a column for “applied to transaction” to for example see that a credit memo is applied to a particular return authorization or invoice.

However, how to you take one more jump to find out the invoice that the return authorization is applied to and then display that with the credit memo?

The situation is that we export a saved search of all invoices and credit memos as csv to a customer at the end of the month. If we use “applied to transaction” in the results they see where credit memos have been applied directly to invoices, but if they’ve been applied to return authorizations, they can’t see which invoice that return is applied to on the credit memo.

How do we make two jumps through the applied return and then to the applied invoice on the return and bring that back to display on the credit memo record?

Do we need a custom field of some type, or is there a way to do it with a formula field in the saved search? I suppose the issue with that is it will create two columns won’t it? One for the applied transaction (return) and a second for the invoice the return is applied to?

Cheers.
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[michoel Contributions: 0Level 1☆]

You could theoretically do this with Applied to Transaction Fields.. Applied to Transaction

However, I am not sure that this is what you are actually after. While a Credit Note if often applied to (i.e. used as payment for) the same Invoice which it relates to, this is not always the case. If the original Invoice had been fully paid before the Credit Note was raised, the Credit Note may either remain Open, or used to pay off other outstanding Invoices. Additionally, a Credit Note cannot apply to a Return Authorization.

If you are after the Invoice relating to to a said Credit Note you can do this in a Saved Search by using Created From Fields.. Created From.

You might find the following formula handy, which will give you the Invoice number relating to a Credit Note even when there is an R/A in between.

Code:
DECODE({createdfrom.type}, ‘Invoice’, {createdfrom}, {createdfrom.createdfrom})

[pixelplumber Contributions: 0Level 1☆]

I see our confusion too now.

We’ve been looking at the ‘created from’ field that is on the main line of the credit note form that displays the Return Authorisation number or the Invoice number (which is effectively what my query was about).

But I see the “applying to” field under the items > apply subtab should show the original invoice the credit note is applicable to anyway.

You’re right that it doesn’t make sense to apply a credit note to a Return, we were looking at the created from fields.

Thanks.

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