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Custom Field For Invoice Date Paid

in Ask A Guru 3 comments

We are trying to create a custom field on the A/R Invoice object to capture the Date Paid.

We created a Saved Search:

In the Available Filters tab, we set to filter by Internal ID. The formula we used we got from a suggestion on StackExchange.

But we're having trouble creating the Transaction Body Custom Field.

a) We're not sure we're picking the correct entity to put the field on an Invoice - is it the same as SALE for a Sales Order?

b) The Saved Search we made is not appearing in the Validation & Defaulting drop-down:

Does checking/unchecking the Formula box matter?

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