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.

Article ID: 246
Created: August 4, 2014
Last Updated: November 11, 2024

Online URL: https://counterpoint.knowledgebase.co/article.php?id=246