You can configure the Account field for a request type on this page. In a request, this field enables the user to select and link an account to the request.
The following describes only the settings specific for the Account field. For more information on the menu path, roles and rights, buttons, and other settings available in most request fields, see Customizing Request Type Fields (Main Document).
Type or select an account as the default account linked to a newly-created request. The user can change the preselected account unless you have disabled the editing of this field for a relevant status of the request in the Edit section.
Note: The default account should be an account that meets the criteria in the Dependency section.
Select this checkbox to make this field dependent on the Item 1 field of the request type. In a request of this type, the user can select only an account linked to the item selected in the Item 1 field. For more information on the Item 1 field, see Customizing Request Type Fields - Item 1 & Item 2.
Note: The Item 1 field should be included in the request type definition for this dependency to be effective.
Select this checkbox to make this field dependent on the Item 2 field of the request type. In a request of this type, the user can select only an account linked to the item selected in the Item 2 field. For more information on the Item 2 field, see Customizing Request Type Fields - Item 1 & Item 2.
Note: The Item 2 field should be included in the request type definition for this dependency to be effective.
Select this checkbox to make this field dependent on the Project field of the request type. In a request of this type, the user can select only an account linked to the project selected in the Project field. For more information on the Project field, see Customizing Request Type Fields - Project.
Note: The Project field should be included in the request type definition for this dependency to be effective.
Select this check box and a relationship to make this field dependent on the Person field of the request type based on the selected relationship:
In a request of this type, the user can select an account only if the account meets the selected relationship to the person linked in the request. For more information on the Person field, see Customizing Request Type Fields - Person.
Note: The Person field should be included in the request type definition for this dependency to be effective.
Type a partial SQL statement, which is used as part of an SQL 'where' clause by the system, to list only accounts matching this statement. Since the SELECT query contains a JOIN of the customer table "cicmpy" (aliased as "c") and the country code table "landcode" (aliased as "l"), you can use either table in your partial SQL statement for the 'where' clause where applicable.
For example, you want to list only accounts in the Netherlands where the country code is "NL". In this case, type either c.cmp_fctry='NL' or l.landcode='NL'. The following is a truncated sample SQL selection statement to illustrate where the partial SQL statement you typed into this box is inserted in the 'where' clause:
SELECT ... FROM ... WHERE ... AND (c.cmp_fctry='NL') ORDER BY ...
Click Show to preview the selection page and the effect of your SQL statement on the selection list.
Note: The preview list displayed when you click Show takes into account only your partial SQL statement regardless of other settings in the request type. The selection page may present a different list in an actual request during run-time as other settings, which may include settings in other request fields, are taken into account.