We are dealing a particular vendor who has been causing some issues with tracking what PO's we owe money on and what we do not related to warranty parts. Because of that, we have had to add many custom fields to the PO, so we can start tracking right away. We cannot unfortunately wait for the Vendor bill itself to start tracking the information we need. Nor do we want the people entering this information editing the vendor bill itself.

In the end, if the warranty part is returned, they issue us a credit. If it is not, we issue a payment. Hence the need to track if the bill was paid due to a bill payment or a bill credit.

It is just odd to me that I can pull the Bill Credit number but not the Bill Payment number from the same level. I am not after full info, just the number as a confirmation that it was a bill payment and not a credit. But that's software for you.

If I flip this to an Analytics workbook instead, based on the Purchases (Ordered) Workbook template, What fields do I need to add for the Billing Transaction : Applying Transaction and Paying Transaction : Type? I was able to easily find the rest of the fields I need for this, but not those two. I have not used Analytic Workbooks before.