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Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Customer transactions (Interest)

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Posted on by 181

Hi All, I  have several  customer that we have to activate   interest.  Is there an easy way instead of going   into the  invoice transaction and changing the no interest into a yes ? How can we do this in a more efficient way if I have over 500 customer to change?

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,231 Super User 2025 Season 2 on at

    Hi Sylvia,

    Out of the box, there is no data entity to be able to update the customer transactions. You can consider developing a data entitiy for this or create a runnable class with the logic to update this field.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Sylvia,

    As Andre mentioned, you would need some help from a technical expert to get this fixed.

    The alternative is probably using a trainee/assistant and ask him/her to make the change manually, which is of course time consuming and 'painful'

    Best regards,

    Ludwig

  • Verified answer
    MATTGUO Profile Picture
    22,349 Moderator on at

    Hi Sylvia,

    Please try this way.

    Use personalization to display "Interest calculation" field and then directly change it on the form list instead of transaction details.

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