Reference number

I haven't seen any reports out there (custom reports in customersource) that are based on the transaction table....if you know how to use SO Administrator then a query will work...(replace XXX below with your reference number but keep the single quotes)

select transactionnumber, time, referencenumber from [transaction] where referencenumber = 'XXX' order by time

H> After adding a sales note to a transaction with a reference number, how do I

Michael's problem is he knows the "reference" used on a transaction, but not the transaction; he needs to find the transaction by filtering a report via "reference" - but your post actually made me look at the detailed sales report and it is already linked to the transaction table, all one needs to do is add the reference column.

Michael - edit your detailed sales report and make sure the following entry reads this way ( I set it to ColHidden = False so it always prints on the report) Begin Column FieldName = "[Transaction].TransactionNumber" DrillDownFieldName = "[Transaction].TransactionNumber" DrillDownReportName = "" Title = "Transaction" VBDataType = vbLong Formula = "" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1245 GroupMethod = groupmethodNone ColFormat = "" End Column

Then immediately after this column entry (or all the way at the end if you prefer, paste this Begin Column FieldName = "[Transaction].ReferenceNumber" DrillDownFieldName = "" DrillDownReportName = "" Title = "Reference" VBDataType = vbString Formula = "" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1350 GroupMethod = groupmethodNone ColFormat = "" ColAlignment = flexAlignLeftCenter End Column

This will add the reference field you use on transactions as a column and a filter - You can also make a copy of the original report if you want to have the original in its original format - if you need help doing this please repost - Hope this helps...