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How to select an AR invoice from an AR Invoice selector list in Intacct

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By Joe Zhou

Intacct provides a few sample Platform Services applications on its developer portal. I found they are very useful. Because the best way to learn is to practice, I installed a few of them and tried to create some applications by using some techniques from the sample applications.  

In the Collections application, the collection activity custom object has a many-to-one relationship with the standard Customer object. When you add a new collection activity, you can associate it with one customer by picking it from a Customer selector list as shown below.

 

I then added a new many-to-one relationship between Collection Activity and AR Invoice. Then, I could associate an activity with multiple existing invoices. When I clicked the magnifying glass next to the AR Invoices box, I was only able to browse the invoices. It didn’t have a drill-down link to allow me to pick. Both Customer and AR Invoices are standard objects. Why do they behave differently when you view them?

 

The reason is that the All AR Invoices view doesn't include the Record Number with the data type named Record Name. All you need to do is to add this field as a column for the view. It is that easy.


 



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Avatar  Manohar Reddy 6 years ago

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Avatar  Manohar Reddy 6 years ago

Dataentryoutsource2india.com specializes in providing excellent services on Data Entry, Data Processing,De- Duplication for Repeated Records, Purchase Order preparation services,Document Scanning Services, Data Conversion service,Data Entry For purchase Invoices, Contact Information Capture,XML Tagging service, Online Data Extraction, Image Editing/Graphic Support, Order Processing, Catalog Processing and lots more with high quality and very affordable price.

On July 24, 2013 in Development, General by Michelle
Tagged With: Intacct, Intacct Platform Services / 2521 Views

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