Related Form

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Use this form to view all transactions of the supplier including those for which CRM s the source module. In addition, notes or attachments have been added to the transaction are indicated here.

Open, Detail, and Contact columns are only applicable to CRM transaction types (Communications, Appointments, and SCM Requisitions).

Subject

Select from a dropdown list containing each type of transaction associated with the supplier. This includes transactions sourced from the AR, PO, CRM and SCRM modules. Select All to view all transactions, or a specific transaction type to view only transactions of one type, for example, AP Payment, or PO Purchase Order.

Date From/To

Enter the to and from dates to use for filtering the transactions returned when you click the Apply button (based on the transaction document date).

Apply

Click this button to apply the subject and date parameters, and return transaction details to the table.

Double-click on any transaction line. Greentree opens details of the transaction in the source form. For example, if you double click an AP Invoice transaction line, Greentree opens the AP Invoice Entry form, pre-populated with details of the transaction. If the transaction includes notes and/or attachments, you can also view them using the form that created them.

• User Preferences

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