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How to filter Store Credit lookup by the Customer assigned to the Ticket

Summary:

How to filter Store Credit lookup by the Customer assigned to the Ticket

When looking up store credits in Ticket Entry is there a way to filter the store credits listed by customer assigned to the ticket?

Solution:

  • When going into the lookup for store credits click on Filter  (Options / Filter if in Touchscreen mode).
  • Right-click in a blank area of the filter and click Customize.

  • Change the Customer # line to read Customer # is (exactly)
  • Right-click the filter and choose Simplify.
  • In the Customer # field enter in %[CUST_NO]%
  • Click Options and choose Save as default filter
  • Click OK.
  • Click Options.
  • Click Save As and enter in (Default)
  • Click OK.
  • Click Yes, if prompted to overwrite.
How to filter Store Credit lookup by the Customer assigned to the Ticket
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