Memorized Transaction Question: Source Bill & PDF Attachments

Question

Hello everyone, I have two questions about memorized transactions:

* Is it possible to trace a transaction generated from a memorized template back to the original vendor bill that was used to create the template?

2. If I attach a PDF document to the original vendor bill, will subsequent transactions created from that memorized template inherit (automatically include) the attached PDF? I've tested this, and the PDF was not attached to the new transactions.

Niña Camille G. Paule-Oracle · Accepted Answer

Hello @User_8LGY2.

Thank you for starting this thread.

Hello everyone! We’d love for you to share your thoughts and experiences to help out a fellow member. Your input means a lot!

Chelsea Jacobs · Accepted Answer

Hi @User_8LGY2

As far as I know, the answer to both of your questions is no.

* Original Vendor Bill - A memorized transaction is just copying transactional information but it's not connected to the original bill in any way. You could try creating a custom field and then introducing a custom script that populates that field with the original Vendor Bill #. 
* PDF Document - The PDF document is saved to that transaction only, not subsequent transactions. Again, you could try implementing a script or WF that attaches that file to the new transaction upon create but I don't know of an out-of-the-box option.