We have Bills that we have amortization schedules ...
# generaln
Noel B
04/27/2023, 6:45 PMWe have Bills that we have amortization schedules for line items. Is there a way without scripting to make selecting a schedule required if a Start and End date has been entered?
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Karina
04/27/2023, 9:34 PMset it on the item record as a default choice. It won’t be required though but will be populated automatically for the item. does not work on expenses for obvious reason
Karina
04/27/2023, 9:36 PMyou can can also set up a 12 months schedule that would start the month the bill is entered, (have it as even periods) and will go for 12 months every time. You do not need to enter dates or schedule at all, it will work systematically
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Marc
04/27/2023, 9:48 PMBy workflow you can populate automatically
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Noel B
04/27/2023, 9:50 PMThank you for the ideas! Would setting up a workflow work to say if Start and End is filled out show an error message if record is submitted that the Amort. Schedule is empty?
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Marc
04/27/2023, 11:07 PMCheck if You can use set field value with the amortization schedule template
If you have many template use condition ( if account 1 used then template 1 ..)
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