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January 7, 2022
Question

Saving Custom Field with Form

  • January 7, 2022
  • 1 reply
  • 0 views

We've created a custom field (Sales Order) to use in the header of our Purchase Order form. This value changes for every Purchase Order.

 

When someone enters a value to use for that Purchase Order and then saves the PO, the user gets the following message:

"You've changed: the Sales Order for <customer> for this transaction. This change will reflect in your current transaction. Do you want to make it permanent i.e. to reflect in all of your past and future transactions?"

 

This is dangerous since it only takes one time for someone to click Yes and apply the current SO Number value to all past and future transactions.

 

How do we disable this so those values never get saved with the form like this?

1 reply

Jen_D
January 8, 2022

Thanks for sharing your insights here in the QuickBooks Community, @ChiColorLabel.

 

We want to make sure your suggestion reaches our developers. The alerts you get when modifying entries in the program is non-customizable at the moment. We recognize the need to get this taken care of, so you can send some requests to our developers. They go through a wide range of feedback and navigate a path forward towards accessibility leading.

 

Their goal is to be purposeful and thorough with the enhancements and product updates released in the program. Which is the reason why they welcome product requests directly from our customers. For now, we can't provide the turnaround time if they will add additional program preferences since they work on product enhancements internally.

 

If you have any product suggestions to our developers about our report preferences, go to the Help menu and select Send Feedback Online.


 

 

If you have any questions or need further help with QuickBooks, visit us anytime. You can also mention my name on your posts, and I'll be more than happy to help. Have a nice day!