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

Customer transactions (Interest)

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Posted on by 175

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
    MATTGUO Profile Picture
    22,317 Moderator on at
    RE: Customer transactions (Interest)

    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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  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Customer transactions (Interest)

    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
    André Arnaud de Calavon Profile Picture
    293,001 Super User 2025 Season 1 on at
    RE: Customer transactions (Interest)

    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.

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