Show sales invoice using the sales credit memo

OCW

I want a list that shows sales invoice numbers that were returned.
This should include relevant sales invoice and the relevant sales credit memo.
Is there a method to get those data without customize

Miklos_Hollender

If the credit memo *header* was applied to the invoice before posting, then you see what invoice was it applied to in the posted credit memo list as applies-to doc. no.

If you applied it only afterwards in the customer ledger entries, then you will at least need a lightning customization to throw a lookup flowfield on detailed customer ledger entries, to look up the document number on either the customer ledger entry or applied customer ledger entry, I don't remember, maybe both. Thereafter going to detailed customer ledger entries, removing customer filter, adding a filter of type application should show something.

Miklos_Hollender

If the credit memo *header* was applied to the invoice before posting, then you see what invoice was it applied to in the posted credit memo list as applies-to doc. no.

If you applied it only afterwards in the customer ledger entries, then you will at least need a lightning customization to throw a lookup flowfield on detailed customer ledger entries, to look up the document number on either the customer ledger entry or applied customer ledger entry, I don't remember, maybe both. Thereafter going to detailed customer ledger entries, removing customer filter, adding a filter of type application should show something.