Related Transactions Window (Sales)

This window shows you transactions that are related to the one you were just viewing. For sales, this will include:

  • Quotes
  • Sales Orders
  • Sales Invoices
  • Proposals (Sage 50 Premium Accounting and above)
  • Purchase Orders created automatically (Sales Order Related Transaction list only)

    • Note: This does not apply to sales orders and auto-created purchase orders that were entered prior to conversion to Release 2010.

  • Receipts
  • Credit Memos

Which transactions appear will depend on which window you started from. The display is limited to one level. Consider the following scenario. A quote is created; then it is converted to a sales order; and then it is applied to a sales invoice, which is paid by a receipt. The Related Transactions window for the sales order will show the quote and the sales invoice; the Related Transactions window for the sales invoice will show the sales order and the receipt.

The number in this column tells you the total number of transactions in your system that are related to the transaction listed on the line item. Show me an exampleClosed
Consider this scenario: You create a quote, convert it to a sales order, apply the sales order to a sales invoice, and then pay the invoice on a receipt. If you open the sales invoice, and click View Related Transactions, the Related Transactions window for that invoice will have two line items--one for the sales order and one for the receipt. The sales order listed, however, will have a 2 in the Links column, since it is related to the sales invoice AND the quote. You can verify this by double-clicking the sales order line item to open the sales order. Then click View Related Transactions on the new Related Transactions window. It will show the quote and the sales invoice.

You can use this information to track the history of the transaction.

Note: The View Related Transactions link is not available on the Receive Money window. If there are no related transactions, the View Related Transactions link will not appear.

From this window, you can:

Click the Print button.

  • Double-click the transaction you want to view; or
  • Highlight the transaction you want to view and click Open.

Note: You cannot drill down on a Receipt that was an amount paid at sale. That is, if an amount was applied to an invoice at the time you created the invoice, you will not be able to drill-down on it.

Click the title of the column you want to sort by. This will cause the list to be sorted by that column in ascending (A-Z) order. Click it a second time to sort in descending order (Z-A).

Click Send To and select the option you want.

Click the appropriate link on the left under Reports.