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Update transactions checkbox -customer record, pertains to partners.
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
Angela Bayliss
Jade Global - SW Florida
0