I’m trying to create a Truck Schedule as a new feature.
When adding a line on a General Journal, selecting an Account Type determines what Account No. series shows up in the Account No. Lookup field–whether GL/Account, Customer, Vendor etc.
Will features allow me to do something similar with Order Type so that the user selects “Sales Order”, “Purchase Order”, or “Transfer Order” and then an Order No. lookup field is filtered by that list of records?
hougaard Answered question 3 days ago
Makes sense. Thank you, Erik. What a great tool!