Related Transactions Window (Purchases)
This window shows you transactions that are related to the one you were just viewing. For purchases, this will include:
- Purchase Orders
- Purchases
- Sales Orders when they are linked to Purchase Orders that were created automatically
Note: This does not apply to sales orders and auto-created purchase orders that were entered prior to conversion from a release prior to Release 2010.
- Vendor Credit Memos
Which transactions appear will depend on which window you started from. The display is limited to one level. Consider the following scenario. A purchase order is created; and then it is applied to a purchase, which is paid by a payment. The Related Transactions window for the purchase will show the purchase order and the payment; the Related Transactions window for the purchase order will show just the purchase.
What is the Links column for?
The number in this column tells you the total number of transactions in your system that are related to the transaction listed on the line item. Show me an example
You can use this information to track the history of the transaction.
Note: the View Related Transactions link is not available on the Payments window. If there are no related transactions, the View Related Transactions link will not appear.
From this window, you can:
Print this list
To do so, simply click the Print button.
Drill-down on the related transactions to view their detail.
To do so:
- Double-click the transaction you want to view; or
- Highlight the transaction you want to view and click Open.
Note: You cannot drill down on a Payment that was an amount paid at purchase. That is, if an amount was applied to an invoice/bill at the time you created the invoice/bill, you will not be able to drill-down on it.
Sort the list by a different column.
To do so:
Click the title of the column you want to sort by. This will cause the list to be sorted by that column in ascending (A-Z) order. Click it a second time to sort in descending order (Z-A).
Send the list data to Microsoft Excel, an email, or a PDF.
To do so:
Click Send To and select the option you want.
View and print certain reports.
To do so:
Click the appropriate link on the left under Reports.