Linking other transactions to Customer Payment
Other Fields feature allows users to refer to transactions that are not directly linked to customer payment. For instance, there are two sales invoices related to a sales order, we can link of the two sales invoices. As it is not possible to generate a sales invoice directly from a customer payment, user can provide a hyperlink utilizing the Other Fields tab.
Linking other transactions is only possible in read mode.
To link other transactions, go to Other Fields tab.
User can use magnifying glass to search for the transaction type he wishes to link. If the user already knows the transaction type, he can simply input it in the field and press “Enter” key.
If a blue hyperlink appears next to the magnifying glass icon, it indicates that the entered transaction type is valid.
After the field name has been filled in, the user can use the magnifying glass to search for the transaction ID he wants to link. If the user already knows it, he can enter it in the field value and press “Enter” key.
If a blue hyperlink appears next to the magnifying glass icon, it indicates that the transaction ID (Sales Invoice ID) entered is valid.
The blue hyperlink next to the magnifying glass is the transaction ID with status which allows users to easily navigate to the Transaction page (Sales Invoice) if he has access to view the transaction Information.