Forms Personlization for Invoice Workbench.

Hello,
I would like to get some help on personalizing AP invoice workbench. What I am tyring to do is to insert default value for 'TERM" field based on the invoice type. If the invoice type is 'Credit Memo' then the 'TERM' field should be defaulted to 'IMMEDIATE'.
Is this possible to do?
This is what I have so far and it is not working.
Trigger Event: WHEN-NEW-RECORD-INSTANCE
Tigger Object: INV_SUM_FOLDER
Condition: ${item.inv_sum_folder.invoice_type.value} = 'Credit Memo'
Processing Mode: Only in Enter-Query Mode
Action: Property
Object Type: Item
Target Object: INV_SUM_FOLDER.TERMS_NAME
Property Name: Value
value: =SELECT 'IMMEDIATE' from fnd_lookups where Lookup_type = 'IBY_DOCUMENT_TYPES' and lookup_code ='CREDIT'
Thanks,
John

You want this personalization to fire when someone is creating new records. Right?
In that case, the processing mode should be other than "only in enter-query".
Your personalization will check if the type = Credit memo when a new record is being instantiated. Most likely, that value will be blank and hence your condition won't be satisfied.
You have 2 choices.
1) You can write a when-validate-record personalization that will fire when a new record is being saved and the personalization will change the term to immediate.
2) You can popup a message during when-validate-record if the type =Credit and term!= immediate. This is not exactly what you want but may be a workaround.
Hope this helps
Sandeep Gandhi

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제품 : FIN_GL
작성날짜 : 2003-05-22
INVOICE WORKBENCH에서 GL_DATE FIELD가 발생되지 않는 경우
=============================================
PURPOSE
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Problem Description
Workaround
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Solution Description
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