Melvin
04/14/2025, 6:19 PMCeligo AI
04/14/2025, 6:20 PMAI generated answer (using internal Slack threads):Based on the conversations provided, the "Entity" field on a Journal Entry (JE) line is designed to encompass all entity types, not just vendors. This includes customers, partners, contacts, employees, etc. Therefore, the "Entity" field on a JE is not strictly a posting field for vendors. In the context of a JE, the "Entity" field can be used to link to various types of records, including Purchase Orders (POs). However, the specific use case and business logic would determine how this field is utilized. For example, one use case mentioned is vendor bill/item fulfillment reconciliation, where linking JEs to POs allows for tracking the link between the Vendor Bill/Item Fulfillment and the adjusting JE. In terms of reporting, if you're using a saved search, you could use a formula like
case when {type} = ‘journal’ then {entity} else {name} end
to ensure consistency in vendor data across different transaction types.
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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
04/14/2025, 6:20 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808522046
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.796625495
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.792692304
Celigo AI
04/14/2025, 6:20 PM