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NSC | Show Customer and Project List
Create a Custom Transaction Line Field with a List/Record Type and is applied to Journal Entry to be able to show the list of Customers and Projects on a Journal Entry.
Note that this is also applicable to other Transactions desired.
1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New
2. Label: Enter Label
Example: Customer/Projects
3. Type: Select List/Record
4. List/Record: Select Entity
5. Store Value: Enter Checkmark
6. Click Applies To
○ Journal: Enter Checkmark
7. Click Sourcing & Filtering
○ Filter Using: Select Type
○ Compare Type: Select equal
○ Value is: Select Customer and Job
8. Click Save
As we can see on the steps, the
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