Hi all, My team was working on what the client called "Material Requests" It is supposed to make issuing and purchasing materials a little bit easier. Anyway, we created a transaction type record to be the main record, and another custom record type (normal custom records, not inhered from transaction) to represent the lines. But they also used that custom records as lines for other records in the cycle. Then weird things started to show up. Like the views sometimes doesn't make sense in certain contexts... also when you search something in the lines, there is no way to tell if this line is on a Material Request or used for something else. So, how would you usually do this? Honestly, I feel like all of my team needs a few sessions about record hierarchy, but I don't even know where to start. Thanks

Just out of curiosity why two separate record types? As far as I know custom transaction type also has the ability to capture line items.

@Tahir Mustafa I am not sure. I guess the team wanted to customize the lines and felt that that would be easier. This is how basic transactions looks like...

@Marwan You need to create Custom Transaction Style as "Purchase" so you will see Item's subtab just like the Purchase Order transaction.

@Abrar Shaikh Got it, thanks 🙏