by Joe Zhou
I recently worked on a custom project using Intacct Platform Services. One of the custom objects I created is a look-up table with a many-to-many relationship with AR Invoice and Customer standard objects. When this object is in the View mode, it must show the associated customer’s name. Thus, I defined a related field to accomplish that. The only problem with a related field is ...

By Joe Zhou

For an Intacct Platform Services developer, a best practices is to validate all user input before it is saved. The reason is obvious: people make mistakes and data validation can help eliminate user errors.

So, here is how I use a validation trigger to validate user input.  

A custom object, “Object A,” has many relationships to Customer and AR Invoice objects. When...

by Joe Zhou

When a new object is created in Intacct, it automatically creates a record name field with the same label name as the object name. This field can be indexed and can be used in filter expressions and as a column in views or a merge field. You also can use this field to pick a record when the object is in the selector list mode. However, there is one caveat with this field. When you add...