I have a custom record that is created from the Pu...
# generalv
vicdidia
08/27/2019, 3:36 PMI have a custom record that is created from the Purchase order but the custom record doesn’t have the custom field linking to the parent record set as “Record is Parent”. What would the effect be of doing that now? Would it affect the GL in any way?
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battk
08/27/2019, 3:42 PMNo gl effect. It would allow the child records to shown on a sublist on the parent. Depending on other settings you can modify child records from the parent
battk
08/27/2019, 3:44 PMv
vicdidia
08/27/2019, 6:26 PM@battk would this allow the record to also be joined to the parent? Basically I want to search the transactions applied to the purchase order like Bills and the Custom Record
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battk
08/27/2019, 6:29 PMyes
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vicdidia
08/27/2019, 6:31 PMSo I guess that is the problem… The custom record is not being joined to the purchase order
vicdidia
08/27/2019, 6:37 PM@battk When I try to search the Purchase Orders for the custom record I get nothing. There is no option to choose the join
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battk
08/27/2019, 6:42 PMyou should only need to mark the record is parent on your custom record's tranasction select field
battk
08/27/2019, 6:43 PMthen the name of the custom record should appear on all transaction searches somewhere in the join list at the bottom of dropdowns
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vicdidia
08/27/2019, 6:49 PMSo that doesn’t seem to be the case. Basically it only goes one way. From the custom record to the purchase order but not the other way around
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battk
08/27/2019, 6:53 PMan example
battk
08/27/2019, 6:54 PMthe other half of the example
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vicdidia
08/27/2019, 6:57 PMYeah this is exactly what I have on my end. Damn this could be a problem. Thanks for the help
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battk
08/27/2019, 6:58 PMtry recreating the field as record is parent set correctly
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vicdidia
08/27/2019, 6:59 PMOk. Thing is the field has been around for a while so it’d be hard to move the data over
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battk
08/27/2019, 7:02 PMcsv import should be easy
battk
08/27/2019, 7:02 PMexport all your records out and then back in
battk
08/27/2019, 7:03 PMor use a mass update
battk
08/27/2019, 7:03 PMscripts or workflows could possibly work too if you are deeper into customizations
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vicdidia
08/27/2019, 8:01 PMYeah it’s not hard but there are other issues. I just tried the new field and it now does show up in the saved search but no results are in those columns
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battk
08/27/2019, 9:32 PMMake sure your child records have their new parent field set
battk
08/27/2019, 9:33 PMTo the transactions you are searching for
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vicdidia
08/28/2019, 2:11 PMyup, it is. It seems like there might be a bug there so filed a case with NS
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