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Update transactions checkbox -customer record, pertains to partners.

edited Dec 6, 2019 2:37PM in General 2 comments

I see there is a checkbox on customer records, located on the partner tab, visible in edit mode - I noticed this as I was poking around with adding partners to customers.

Field level help states:
Check this box if you want to update this customer's transactions to reflect the changes you make to the partner team.


So, here is what I'd like to know:

If I check this, will it update only the transactions in the current open accounting period?

Gonna test this in a sandbox, but any clarification would be greatly appreciated......

~angela

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