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Transaction Manager: Accessing the Item Catalog from within an Open Transaction
Transaction Manager: Accessing the Item Catalog from within an Open Transaction

Check out this article to see how to access partner and company lists, lookups, and defaults without leaving the Transaction Details page!

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Written by Support
Updated over a week ago

Product: Transaction Manager

When viewing the details of a transaction, you don't want to have to navigate over to the trading partner record to see the Item Catalog, Partner List, Address List or Lookup Tables.

An easier solution? Simply open the transaction you'd like to view and then use the Tools dropdown menu on the Transaction Details action bar. The selected content displays in a flyout panel on the right.


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rev: 12/05/23

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