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Attribute on Master Record copies value to USER DEFINED FIELD on transaction

Attribute values set for Customer, Vendor, or Project AND the ATTRIBUTE is also set as USER DEFINED FIELD on transaction, copy the Attribute value set on the profile to the transaction without user entry. This would allow rolldown of Attributes to transactions for same record type. keep in mind these are Document set, not transaction line set.

this would provide HISTORIC attribute values stored on the transaction were the profile attributes could be changed at later point.

  • Guest
  • Jan 31 2019
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  • Douglas Johnson commented
    August 01, 2019 18:05

    Acuamtica Partners and Customers,

    We scheduled a Focus Group to discuss Syncing User Defined Fields among related objects on Thursday, Aug 15 @ 11:00am EDT. During this meeting we will discuss Acumatica's plans to improve the way UDFs are copied/shared among related entities such as business accounts, customers, leads, opportunities, and other CRM objects.  

    Learn more and apply: https://webinar.ringcentral.com/webinar/register/WN_1lmEGgAORveKOvp

  • Mihai Carstea commented
    December 13, 2019 06:53

    Douglas,

     

    Can you tell us about the conclusions of the Focus Group?

    Thank you!