Formatted Search to Journal Remark

[Former Member]

Hi Everyone,

I have a customer requirement to automatically copy the BP name in the Incoming Payment Journal remark field.
The formatted search works well when the customer creates the Incoming Payment directly.

However, if they create a Sales Order and click on Payment Means and create a payment at the same time the formatted search does not work.
The journal remark will be the default ex Incoming Payments - C30000.

Because of this they have to manually open the Incoming Payment so that the system will refresh since the FMS is set to "refresh regularly".

Is there a way to do it automatically?

Thanks

-Eric-

[Former Member · Accepted solution]

Hi Eric,

This is one of a limitation from FMS. Users need to open Incoming Payment in order to get refreshed. No automation can be done here.

Thanks,

Gordon

[Former Member]

That's what I thought so too.
Good to know you've confirmed my suspicion =).

Thanks very much Gordon.