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Can I create custom Transaction Line Field > Sourced From Custom List Added to Account Record

edited Mar 17, 2023 5:16PM in Ask A Guru 5 comments

Hi guru's,

apologies, this might be an easy for you guys, but I'm not sure if this is correct approach.

I have created a custom list with various cost types.

I've also created a custom field on Account Record to source values from the Cost Type list created before.

I've created a custom transaction line field where I would like to source on line level the Cost Type as follows:

Type = List/Record

List/Record = Cost Type

Sourcing = Account (Line)

Source From = Cost Type

It's working fine on Vendor Bills and the line field is populated on the Bills. I'm having an issue with Purchase Orders where the field is showing in Saved Search however is not populate in UI.

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