The quick answer
Read each join from the base transaction. Applied To Transaction points to a transaction the base applies against, such as an invoice on a payment. Applying Transaction points toward a transaction applying against the base. Inspect the fields your account exposes, add both base and related document numbers, and check row granularity before summing either amount.
The screenshots use sample data. Person and operating-company names are fictional. Join availability and labels depend on transaction type and account setup.
Before you start
You need permission to create a Transaction saved search and view the relevant sales orders, invoices, subsidiaries, and joined fields. This example inspects Sales Orders and Related Invoices where the account exposes an Applying Transaction relationship. These are transaction-link directions, not necessarily cash applications. This is a relationship check, not a measure of recognized revenue, paid status, or complete billing. For a billing question, inspect Billing Transaction Fields... or an invoice's Created From relationship separately.
01. Choose the relationship
Go to Lists > Search > Saved Searches > New and select Transaction. On Criteria, set Type is Sales Order and Main Line is Yes. Main Line narrows the base record to its header; it does not guarantee one row after joining related transactions.
In the criterion field picker, inspect Applying Transaction Fields... and select its Type field. Set it to Invoice if that relationship is available for sales orders in your account. This criterion excludes orders without a qualifying related invoice. If the join is absent, inspect the available relationships instead of treating Created From, Billing Transaction, and Applying Transaction as interchangeable.
02. Add identifying columns
On Results, add base Document Number, Type, Status, and Amount. Then add Applying Transaction Fields... > Document Number, Type, and Amount. Give the joined columns labels such as Related Invoice Number and Related Invoice Amount so they cannot be mistaken for base sales-order fields. Commit each result row with Add, enter the search title, and click Save & Run.
03. Interpret the rows and amounts
In the result, SO-8201 appears twice: once beside INV-9201 and once beside INV-9202. Its base Amount of 1,200.00 repeats on both rows. Summing that column would count the order twice. The related invoice amounts are 600.00 and 400.00, but those gross transaction amounts alone do not prove how much was allocated to the order.
Check the result
- Each related row has a base order number and a related invoice number.
- Repeated base Amount values are identified before aggregation.
- Open underlying records to verify any relationship or amount that needs confirmation.
For a payment or credit application amount, inspect Applying Link Amount or Applied To Link Amount where offered, and reconcile signs and currency to the transaction's application details. Those fields are not a general measure of how much of a sales order was billed. For billing analysis, use the appropriate billing relationship and line-level quantities or amounts. To check the opposite direction, create a separate customer-payment search and inspect Applied To Transaction Fields... for the invoice. Verify currency, subsidiary, status, partial billing, tax, shipping, discounts, and credits before drawing a financial conclusion.
Common questions
Why does one sales order appear more than once?
The base order can have several related transactions. Main Line is Yes limits the base to its header row, but the join can still make multiple result rows. Inspect the related document number and any additional joins before treating a row as one invoice.
Which direction shows invoices paid by a customer payment?
With Customer Payment as the base transaction, inspect Applied To Transaction Fields... for the related invoices. With Invoice as the base, applying payments or credits may appear through Applying Transaction Fields.... Always name the base record when describing the direction.
Can I sum the sales-order Amount in this result?
No. SO-8201's Amount repeats beside two invoices. Summing those detail rows would count the same order twice. Define the row grain and redesign the summary before totaling.
Is Related Invoice Amount the amount billed from the order?
It is the related invoice's transaction amount in the applicable currency. It may include amounts beyond this order and is not automatically a billed allocation or recognized revenue. Inspect the billing relationship and underlying lines for that question. Link-amount fields apply to payment or credit applications where available; they are not a general sales-order billing measure.
How is Created From different?
Created From identifies the source of a transaction, such as an invoice created from a sales order. It can help trace origin, but it may not describe every billing process. Compare the account's Billing Transaction relationship when the question is specifically which transactions billed the order.