Config Console - Adding Business Class relation

We have an IPA that uses the existing Requesting Locations and their associated GL Accounting Units to route Invoice Payment Requests to the appropriate level approver. So basically, the IPA finds the Approver based off the Requesting Location value entered by the user in the highlighted free form user field (Req Loc For Acct Unit) below and routes accordingly.

I am looking for LPL assistance to change the ‘Req Loc For Acct Unit’ user defined field on the Request Invoice Payment Form from free form text to a search field to pull in all Requesting Locations.

There isn't a relation between the PayablesInvoice business class and RequestingLocations business class so I believe I would need to create one.

Can this be done?

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cleverly

You can use Configuration Console to create your own relations. Navigate to Configuration Console > Configuration > Create > Create New Relation.

Sandeep Chandak

One thing to keep in mind - if you do intercompany requisitions, you may have to jump thru multiple hoops to determine the requesting company (invoice company will not be the company associated with requesting location)

Ginger Holmes

We don't do intercompany requisitions.

Ginger Holmes

I've created the new relation but I'm not sure its defined correctly. I have it named RequestingLocation; the Business Class as PayablesInvoice; a one-to-one relation to RequestingLocation and the mapping set to use symbolic key. I'm not sure what should be defined in the related fields.

I feel like I'm missing something.

Sandeep Chandak

Here are a couple of screenshots to help:

cleverly

For a one-to-one relation you need to specify, as the related fields, all of the key fields necessary to make it a one-to-one relation. For the RequestingLocation business class, its key fields are Company and RequestingLocation.

Ginger Holmes

Thank you for the information. I created the RequestingLocationRel but I'm not sure how to update the LPL for my ReqLocforAccountingUnit user field to make it searchable for active requesting locations. I apologize for so many questions but this is my first experience with creating and working with business class relations.

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