ofer.e
01/22/2025, 9:31 AMCeligo AI
01/22/2025, 9:31 AMAI generated answer (using internal Slack threads):Based on the conversations, it seems that it is possible to add new fields into the Amortization Schedule record which can be copied from the related "created from" Bill. This can be achieved by creating a custom field on the amortization Journal Entry (JE) that is automatically populated with a link to the related Bill. However, it's important to note that this method might require some manual work or scripting to set up. If you want to make the selection of a schedule required if a Start and End date has been entered, you can set it on the item record as a default choice. This won't make it required but will populate it automatically for the item. Alternatively, you can set up a workflow to populate the field automatically. If you have many templates, you can use conditions (e.g., if account 1 is used then template 1, etc.). Please note that these methods might not work for all cases and might require some adjustments based on your specific needs. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
01/22/2025, 9:31 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843663752
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833384395
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830341876
Celigo AI
01/22/2025, 9:31 AM