Tuesday, November 13, 2018

Custom Transaction Line Field is Not Available When Creating Journal Entries

Steps to Reproduce:

1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New.

2. Create the custom Transaction Line Field:
  • Label = Journal Entry #
  • Type = Integer Number
  • Store Value = T
  • Applies To = Sale, Journal

3. Click Save.

4. Navigate to Transactions > Sales > Enter Sales Order.

Note:  The newly created field is listed under the Sublist Fields as expected.

5. Navigate to Transactions > Financial > Make Journal Entries. Notice that the newly created field is missing.

To resolve it:

1. Navigate to Customization > Forms > Transaction Forms.

2. Edit the preferred Journal Entry form.

3. Under Screen Fields tab > Lines subtab, locate the custom Transaction Line Field in question and mark the Show checkbox corresponding to it.

4. Click Save.

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