I've requirement where we need to filter the customer trans records based on sales order when we click on transactions button.
just like we filter the customer trans based on account id when we open the customer transactions form from the customer account list.
For example:
There are 3 sales orders (SO-1, SO-2, SO-3) for customer X and all the sales orders are invoiced. When we click on Transactions action button on the sales order list only Customer transactions related to specific sales order should be filtered and shown which is currently happening in customer list form.
If you're fine with seeing customer transactions related to any invoice which involved the selected sales order (although it might be a summary invoice covering other orders as well), it looks quite simple. You'll find invoices (CustInvoiceJour) for the sales order through CustInvoiceSalesLink and if you look at CustTrans, you'll see which relation is has to CustInvoiceJour.
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