Product Category Mandatory Via Sandbox — Cloud Customer Connect
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Product Category Mandatory Via Sandbox

We have recently configured the Product Category field as mandatory at the Invoice Line level via Sandbox. Currently, when users create an invoice and proceed to enter line details, the system immediately redirects them to the Product Category field. This behavior prevents users from entering any other line information until the Product Category is populated.

We would like to explore if there is a configuration option available that would allow users to enter other line details first, and only prompt them with an error or warning to complete the Product Category field upon saving or submitting the invoice. Our goal is to ensure data integrity by keeping the field mandatory, but to provide a more flexible and user-friendly data entry experience.

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