I have a field called "tax point" which is populated with a date from another field called "function date" when boolean field "account customer" is set to "y"
Problem is sometimes we need to change the tax point to a date earlier than the function date. Whilst this can be manually overkeyed, the problem is it subsequently reverts to the calculated date if any other fields within the record are at any stage modified.
Using Creation formula instead isn't an ideal solution, as the "account customer" flag is not always set when the record is created, it is often set after the record is created.
Any ideas?
Problem is sometimes we need to change the tax point to a date earlier than the function date. Whilst this can be manually overkeyed, the problem is it subsequently reverts to the calculated date if any other fields within the record are at any stage modified.
Using Creation formula instead isn't an ideal solution, as the "account customer" flag is not always set when the record is created, it is often set after the record is created.
Any ideas?