Show End User transaction record on End User Customer Record
We have a custom field called “End User” on Sales Orders. We also have the entity field named “Bill to Customer”. The “Bill to Customer” Customer Record has the Transaction information on their page. Our accounting team would like to see that same record on the End User’s Customer Record page as well.
The transaction is linked to the entity (Bill to Customer) so I know why it appears on the Bill to Customer Record, but trying to figure out a way to attach those same Sales Order to the End User Customer Record.
To clarify, “End User” is a custom transaction field? And “Bill To Customer” is a custom entity field? Or is the latter what you call the standard customer field?
In any case, it may not matter…
As long as you can create a Saved Search that shows the list of transactions for a given End User (by using the appropriate joins) the a Custom Sublist will allow you to display this on the End User’s customer record:
please let me know if you have any further questions.