User Defined Formula not picking up Balancing Segment Source
SummaryUser Defined Formula not picking up Balancing Segment Source
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.