When I create a new customer it isn't showing in t...
# ask-stanley-ai
i
When I create a new customer it isn't showing in the Journal entity field. What will be the possible reason?
c
AI generated answer (using internal Slack threads):
If you are creating a new customer and it's not showing up in the Journal entity field, there could be a few reasons for this: 1. Incorrect Entity Selection: Ensure that you have selected the correct entity in the journal entry. The entity should be the same as the customer you have created. 2. Account Receivable (AR) Account: Make sure that the AR account used in the journal entry is the same as the one used for the customer. 3. Name Field: In the journal entry, there is a name field at the line level. This field should be populated with the customer's name. 4. Subsidiary and Currency Mismatch: If the subsidiary selected in the journal entry is different from the one assigned to the customer, or if there is a mismatch in the currency, the customer may not appear in the journal entry. 5. Form Customization: If you have customized the form, ensure that the fields are set correctly. For example, if the currency field is greyed out, it might be due to permissions or a script/workflow locking that field. 6. Custom Transaction Line Fields: If you have created custom transaction line fields and applied them to Journals, make sure they are visible and correctly placed on the Journal forms. Remember to always double-check these settings when creating a new customer and trying to link it to a journal entry. ****** 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: 0.828191161
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817249477
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814806581
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