Hi Ryan,
Thanks for helping to respond. Yes, I understand about the 2-step process and why it's necessary. It's just that it seems impossible to perform the second step without knowing the Record ID as that's what links the 2nd step line items back into the Estimate header (the first step)!
I still can't see the Record ID on the P.O. screen. I could send you (offline) screen shots of both the customize screen where it's clearly visible and the resulting P.O. screen.... Here's what I did:
1. I went back into the customized P.O. screen, edited the Record ID field, found in the advanced area where the "hidden" box was checked, unchecked it, saved it, then published it.
2. Then I went back to the P.O. screen, selected a P.O. and refreshed - nothing shows up.
3. Then I logged out and logged back in. Still nothing showing up.
4. Then I went back to the customize screen and checked under the Advanced Properties again and noticed that no font color was selected, so I chose black. Then saved it, published it, and went back to the Purchase Order screen, refreshed, and still nothing...
Can you see the RecordID on YOUR P.O. screen? Maybe I'm blind and I'm willing to send you screen shots of the advanced properties screen of the RecordID, the customize screen where it's clearly visible, and the resulting P.O. screen where it's not.
In the meantime, Val helped to dream up a special "work-around" that we'll need to test to determine that it works, but I'm still wondering about the "hidden" RecordID, and why it's not visible.