Proposal summary
This proposal covers revenue type field from Source SO/journal record to the revenue journal record.
Requirement
We want to bring the Memo and some custom field values from Source SO/journal record to the revenue journal record. This script should work only for the revenue JE.
Our Solution
Pre-requisite
The Sandbox account need to enable the accounting preference, JOURNAL ENTRIES in accounting preference. If we enable this preference the rev journal bulk process will trigger the user event.
If you have been using the Require Approvals on Journal Entries accounting preference, you must approve all existing journal entries before you can enable the Journal Entries approval routing preference.
We will source the field revenue type form source SO/Journal Source SO/journal record to the revenue journal record. User event script is used to source the value to revenue journal record. The script will work only for the revenue journal.
Screenshot
Assumptions
- We assume that revenue type field is an item line field in the source SO and will fetch the value from the source SO to revenue journal.
- We assume that the script will work only for revenue journal.
Budget and Time
18 hours