{"id":1488,"date":"2020-01-29T10:00:55","date_gmt":"2020-01-29T10:00:55","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/?p=1488"},"modified":"2020-01-29T10:00:55","modified_gmt":"2020-01-29T10:00:55","slug":"data-flow-in-custom-fields-in-sage-intacct","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/01\/29\/data-flow-in-custom-fields-in-sage-intacct\/","title":{"rendered":"Data Flow in Custom Fields in Sage Intacct"},"content":{"rendered":"\n

In this blog, we are going to discuss custom fields data flow from one transaction to another in Sage Intacct. Sage Intacct provides the feature for Adding Custom field to standard objects as per our requirements.<\/p>\n\n\n\n

In our\nprevious blog, we have already demonstrated the steps to add the custom field\non any Screens of Sage Intacct. <\/p>\n\n\n\n

So considering\u00a0a scenario \u00a0we have created a custom field \u2018FOB point\u2019 \u00a0on Sales Order (order entry transaction type) and need the same value to be pass on \u00a0to Sales Invoice document (order entry transaction type).\u00a0 Here \u00a0we will need to setup the same custom field on both objects i.e. Sales order and Sales Invoice.\u00a0 Note; keep the field id and data type same.<\/p>\n\n\n\n

Follow the below steps to setup the custom field for both objects:- <\/p>\n\n\n\n

  1. Choose\u00a0Order Entry Transaction\u00a0for your\u00a0Object, a second selector field for\u00a0Document Type\u00a0appears Choose (Sales Invoice, Sales Order) which represents the various transaction definitions to which the customization will be added. Then click on Next.
    \"Choose<\/a><\/center>
    Choose Object to add Custom Field<\/i><\/center><\/font><\/li>
  2. Choose a field data type: – In the\u00a0Data Type<\/strong>, select the data type you want to use for your custom field.
    \"Choose<\/a><\/center>
    Choose Datatype<\/i><\/center><\/font><\/li>
  3. Choose Text Area Field Characteristics:
    In the\u00a0Text Area Field, Enter the Label Name, No of Rows to Display and Filed ID then click on next Button.
    \"Choose<\/a><\/center>
    Choose Field Characteristics<\/i><\/center><\/font><\/li>
  4. \u00a0\u00a0Choose Deployment Options:
    In the\u00a0Choose Deployment Option, Tick the Field is required checkbox, and Select show on page where you want to show this custom filed and then Click on Done Button.
    \"Choose<\/a><\/center>
    Choose Properties<\/i><\/center><\/font><\/li>
  5. Check the Created Custom Fields.
    \"List<\/a><\/center>
    List Custom Fields<\/i><\/center><\/font><\/li>
  6. Now Go to\u00a0Order Entry, then click the + icon beside\u00a0Sales Order. Create new sales order Entry. While creating sales order enter, the value In Fob-Point Field Which is Exist in Header.
    \"Sales<\/a><\/center>
    Sales Order Entry<\/i><\/center><\/font>
    \"View<\/a><\/center>
    View Sales Order<\/i> <\/span><\/center><\/font><\/li>
  7. After Creating Sales Order, we can convert this sales order into sales invoice.
    \"Sales<\/a><\/center>
    Sales Order List<\/i><\/center><\/font><\/li>
  8. Sale order Fob-Point value is same as sales Invoice Fob-Point.
    \"View<\/a><\/center>
    View Sales Invoice<\/i><\/center><\/font><\/li><\/ol>\n\n\n\n

    So using these simple steps, you can see how the Custom field\u2019s data gets Flow from one transaction to another in Sage Intacct.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"

    In this blog, we are going to discuss custom fields data flow from one transaction to another in Sage Intacct. Sage Intacct provides the feature for Adding Custom field to standard objects as per our requirements. In our previous blog, we have already demonstrated the steps to add the custom field on any Screens of\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[173,34,174,175],"class_list":["post-1488","post","type-post","status-publish","format-standard","hentry","category-sage-intacct","tag-custom-fields","tag-sage-intacct","tag-sales-invoice","tag-sales-order"],"yoast_head":"\nData Flow in Custom Fields in Sage Intacct<\/title>\n<meta name=\"description\" content=\"Sage Intacct provides the feature for Adding Custom field to standard objects as per our requirements. 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