Related Transactions Window (Sales)
This window shows you transactions that are related to the one you were just viewing. For sales, this will include:
- Quotes
- Sales Orders
- Sales Invoices
- Proposals (Sage 50 Premium Accounting and above)
- Purchase Orders created automatically (Sales Order Related Transaction list only)
- Receipts
- Credit Memos
Note: This does not apply to sales orders and auto-created purchase orders that were entered prior to conversion to Release 2010.
Which transactions appear will depend on which window you started from. The display is limited to one level. Consider the following scenario. A quote is created; then it is converted to a sales order; and then it is applied to a sales invoice, which is paid by a receipt. The Related Transactions window for the sales order will show the quote and the sales invoice; the Related Transactions window for the sales invoice will show the sales order and the receipt.
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 Receive Money 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 Receipt that was an amount paid at sale. That is, if an amount was applied to an invoice at the time you created the invoice, 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.