How can I update a derived field from a user field?

Ginger Holmes

Our AP team has requested we add the TransientReportableAmount field to the Request Invoice Payment action request form.  This field is in the PayablesInvoice business class but not included in the parameters of the form. 

We have a custom IPA that executes when the Request Invoice Payment action form is submitted and routes the request to the assigned AP processor for review and initial approval. Once the AP processer approves the request, the invoice is created in Infor and routed to the appropriate resource for approval.  The goal is to have the AP processor review and determine the taxable amount and update the reportable amount field on the form prior to initial approval.  The expectation is this will shorten the amount of time spent updating the reportable amount on these invoices at the end of the year and prior to US1099 generation.

Since this field is not included in the delivered field parameters of the form, I thought I could create a user field, add it to the form and then create an Action Configuration to update the field on the invoice when it’s created in Infor.  I did this same configuration for AuthorityCode and that worked beautifully.    

Created user field (IPRReportAmount)
Added IPRReportAmount field to the Request Invoice Payment LPL

Created a 'CreateInvoiceUnreleased' Action Configuration to update the TransientReportableAmount field on the invoice with the value from the IPRReportAmount field on the Request Invoice Payment form.

 This doesn't seem to work...is there a configuration I can put in place to get this field updated when the invoice is created?

andy

I believe Transient fields are in-memory fields that can be used in the UI but aren't persisted in the database, so it's likely you can't update them, and that appears to be a transient field. 

I believe the delivered request action does fill in user fields from parameters when creating the invoice, but you might have to add an action configuration for the Request action to add additional User Field parameters. That will likely get your User Field parameter to flow to the invoice, but you'd still need to find what drives the TransientReportableAmount and update that instead. 

An alternative to customize the RequestNewInvoicePayment request action is to create a copy of the request action which gives you more flexibility in customizing the action parameters and action rules. However, you would also need to suppress the delivered request action to avoid confusion between the custom action and the delivered one.