Filtering a Related Item

You can refine the records that display in the related item in the Related Items Filter.

To use the Related Items Filter, select from the available picklists and click Apply. The results are displayed based on the record type identified at the top of the filter and the records that meet the criteria of applied filters.

Note: You can click Reset to clear the filter.

To find Related Item Filter, you can access Related Item Filter from the following Related Item toolbars:

Account Detail view: Quotes, Sales Orders, Invoices, Receivables, and Shipments.
Bill To Detail view: Sales Orders, Invoices, and Receivables.
Pay From Detail view: Sales Orders and Receivables.
Ship To Detail view: Quotes, Sales Orders, Invoices, Receivables, and Shipments.