RE: How to Create Lines on a Custom Record (without it being a Custom Transaction)

I am trying to create a custom record that has lines that can be manually added in the same way you would add items to a sales order. I know you can do this with a custom transaction, however, there’s baggage that comes with it. I don’t need any of the required fields like “Account” or anything accounting related because the record will be non-GL impacting. I just want a 1 to many relationship where the children can be manually added as lines to the parent record. Anyone have an idea how to do this?

mmascitto Beginner Asked on September 12, 2019 in Other.
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4 Answers

Right. I thought of that too, but I think the only way to get the child to appear on the parent record is to create the child record and select the parent from the dropdown. Then the child(ren) will be automatically populated on the parent record. But I don’t think it works the other direction, where you can start from the parent record and add the children, or at least I don’t know how.

Beginner Answered on September 12, 2019.
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