Is there a way to tell the system to look at the header description in an entry form and pull it to the line detail transaction description? It’d be nice to have this in other screens, but I’m particularly interested in the Bills & Adjustments screen (below is an example invoice to demonstrate). Right now we have manually type in the transaction description each time.
Best answer by Gabriel Michaud
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+10
Hi
It can be achieved with a simple customization. Here’s a demo: https://recordit.co/tNjRgsDQFw.
The customization is attached to this message. For reference, the customization includes two things:
If you’re not familiar with the process of publishing a customization, please ask your Acumatica consultant.
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