it's possible in a Customer Invoice, in the Item s...
# ask-stanley-ai
m
it's possible in a Customer Invoice, in the Item sublist, to SHOW the GL ACCOUNT associated with it? In the form, the client checked the checkbox as "show" but it doesn't show in the columns. Use case is that the client wants to create a "throwaway" item where they can just assign an item with an amount, a memo, and then be able to assign to different accounts for different invoices instead of having to create an item for each invoice every time. (It's a fresh production instance). Is that possible?
c
AI generated answer (using internal Slack threads):
Based on the conversations provided, it seems that it is not directly possible to show the GL account associated with an item in the Customer Invoice's Item sublist. The GL account is typically associated with the item record itself, and not directly exposed on the transaction line level. However, there is a workaround that might help. You can create a custom field on the item record to store the GL account, and then include this custom field in the Item sublist on the invoice form. This way, when you select an item on the invoice, the custom field will show the GL account associated with that item. Here are the steps to do this: 1. Go to Customization > Lists, Records, & Fields > Item Fields > New. 2. Create a new custom field, set the type to 'List/Record', and select 'Account' as the record type. 3. On the 'Applies To' tab, select the types of items this field should apply to. 4. Save the custom field. 5. Go to Customization > Forms > Transaction Forms. 6. Edit the invoice form you are using. 7. On the 'Screen Fields' subtab, under the 'Line' subtab, add your new custom field to the list of fields. 8. Save the form. Now, when you select an item on an invoice, you should see the GL account associated with that item in your new custom field. Remember, this is a workaround and might not be suitable for all use cases. It also requires that you manually maintain the GL account on each item record. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.811853945
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.811463594
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.80990994
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