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Created by Katy Rodina
Created on Jun 28, 2023

Programable Custom Fields / Ability to use Formulas in Custom Fields

Allow the custom fields to be created and use formulas and other fields existing in the records to calculate what populates in the custom field. For example, if we add a custom field in the line level detail of the CI for amount in foreign currency, I would want that to populate based on my currency type field indicating what currency the invoice is to be paid in and multiply it by the rate of exchange that is keyed into the portfolio settings. In PO if I create a custom field for total net difference on PO and want it to calculate the difference between the current PO value and the original PO value that i enter into a separate custom field, the net difference would be able to auto calc.

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