How to find all related records?

Hi, What is the best method for finding all of the related records of a transaction? I currently have a PO, Invoice , Payments and a Deposit that were posted against the SO. I’ve deleted the Deposit and the Payment  against the SOs Invoice such that there are no Related Records lists in the Invoices Related Records tab, however, I’m still getting the following errors when trying to delete the invoice:

How to find all related records?

I don’t have any Bills or Expenses paid on the Invoice and there are no Payments against it either? I have deleted everything I can think of related to the Invoice record. What else could it be and how do you find the related records? Thanks!

2019-10-29 Update: There is apparently a regression in NS regarding Invoices which are created by transforming Sales Orders via SuiteFlow. The bug prevents some of those created Invoices from being deleted due to non-existent related records.

2019-11-05 Update: The Related records have been found they were Workflows that had not terminated. It is also possible that an Active  workflow on a Sales Order can prevent the deletion of an Invoice if it is transformed from that Sales Order.

Beginner Asked on October 15, 2019 in How To's.
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1 Answer(s)
Best answer

do a saved search to find out “applied to transactions” and “applying transactions”  should give you all the referenced records

Advanced Answered on October 15, 2019.

2019-11-05 Update:

To find all the related records you also possibly need to find any Active Workflows with the following:

Active Workflow saved search.

Thanks for that info it’s quite helpful however it did not find the relevant offending documents to delete to remove the Invoice record. The saved search was created with the following parameters:

RE: How to find all related records?

and the results

RE: How to find all related records?

only found the existing SO that is associated with the Invoice record and no other transactions or records.

on October 15, 2019.

As a follow up, I believe your answer is the correct one if there weren’t a now identified deficiency in the following case: An Invoice created by a Transform SuiteFlow action. I imagine this is a regression.

on October 29, 2019.
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