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User Defined Formula not picking up Balancing Segment Source — Cloud Customer Connect
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User Defined Formula not picking up Balancing Segment Source

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edited Mar 5, 2020 3:41PM in Subledger Accounting & Accounting Hub 2 comments

Summary

User Defined Formula not picking up Balancing Segment Source

Content

Hello,

I've defined a User Defined Formula that grabs the Balancing Segment value on Payables Invoices.

The formula substrings the value to get the first character.

I want to use that first character to drive accounting rules.

For example, if a user enters Fund (balancing segment) value: F2020, I want the function to pick up the F. 

The problem is that SLA does not pick up the source, "Balancing Segment", on the invoice.  I know this because I assigned the Balancing Segment source to a the line description to see if it would pick it up but it did not.  The description remains blank but I would expect it to be F2020.  The problem is not my substring function but the fact the source never gets picked up.

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