Related Tab

Use this tab to view all transactions of the item, including those for which Customer Relationship Management is the source module.

You can double click any transaction line, and Greentree Desktop opens details of the transaction in the source form. For example, if you double click an AP invoice transaction line, Greentree Desktop displays the AP Invoice Entry form, pre-populated with details of the transaction.

Note: If a user does not have menu security access for any of the transaction types, the transaction is visible but the user can't drill down and view the transaction detail

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Subject

Select each type of transaction of the item from the dropdown list. This includes transactions sourced from the AR, AP, FO, IN, PO SO, CRM, and SCM modules.

Select All to view all transactions, or a specific transaction type to view only transactions of one type — for example, AP Receipt, or SO Sales Order.

Date From/To

Enter the to and from dates to use for filtering the transactions returned to the enquiry table when the Apply button is clicked (based on the transaction document date).

Apply

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