Customizing Space Synchronization between Shopping for Transactions and Funds

by Derek Du

I am setting up an Intacct customization the place we added a personalized self-discipline on AP Bill. This self-discipline need to be populated for my customization to work. Nonetheless, when clients create PO transactions, resembling a Vendor Invoice by means of Intacct net web page, Intacct creates a corresponding AP Bill, which does not have this file populated. It seems the one decision was to utilize a Good Event to interchange the AP Bill to populate the sphere.

Nonetheless, this seems to be a reasonably tedious decision, which complicates points fairly a bit. After talking to my co-workers, they immediately steered to try together with the an identical personalized self-discipline on the Vendor Invoice and see if Intacct brings the value to the personalized self-discipline on the AP Bill.

Beneath extreme doubt, I tried it and guess what? It labored! These screenshots current the two fields I added on the Vendor Invoice and AP Bill screens. Intacct does all the work to sync these fields for you.

customized vendor invoice



customized bill page

I am shocked that Intacct lined this use case, the place all the customizations on PO Transactions swap to the corresponding AP Funds. I wager customizations on OE Transactions moreover swap to corresponding AR Invoices, nevertheless I’ve not tried it however.


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