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Sourcing Custom Record fields as Transaction Line field

edited Apr 20, 2020 12:28PM in Ask A Guru 6 comments

I have a Custom Record called Supported System with two fields of legacy system data

Name   Purchase Date

123      1/1/2010

234       5/5/2007

When entering a Sales Order transaction I want to add the Name to the transaction line. and Also source in the Purchase Date.

I've done this before but something has changed as I cannot see the Custom Record available as a Source List when I Customization > Lists, Records, & Fields > Transaction Body Fields or Transaction Line Fields > New

There is a SuiteAnswer 19397: Make Custom Record Types Appear as Available Source Lists When Creating Custom Transaction Fields. Doesn't make sense to me as there is no option to "Record is Parent: is checked" following the method in Step 2.

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