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Transaction body fields from requisition to purchase order

edited Jun 2, 2025 2:44PM in Ask A Guru 7 comments

Hi Team,

we have created a few additional transaction body fields that we fill for the requisition and need to come across into the Purchase Order. This is working for some of the fields, but not for all. We use dynamic filter on the fields, because the use should be able to select values based on other field content. Some of the dependent fields are brought across into the PO, but some are blanked.

The ones that are blanked are all dependent fields, but not all dependent fields are banked.

For example, we have a transaction body field Portfolio, that's based on a list, and a dependent transaction body field CFO [Based on Portfolio], that is based on a custom record for CFO with a field Portfolio, and has a with a filter on Portfolio. This field is saved with a value in the Requisition, but gets blanked when PO is created.

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