Display Line Item Rate When Fulfilling Sales Orders
Published on 
 August 8, 2023 at 12:15:56 AM PDT August 8, 2023 at 12:15:56 AM PDTth, August 8, 2023 at 12:15:56 AM PDT
Scenario
There are scenarios where users want to source the Item Unit Price (Rate) of an Item from their Sales Order form to the Item Fulfillment form. This can be achieved by creating a Transaction Line Field applied to the Item Fulfillment form.
Solution
- Navigate toCustomization>Lists, Records, & Fields>Transaction Column Fields>New
- Custom Transaction Line Field:
- Label:Enter Value
- Type:SelectType
- Store Value:RemoveCheckmark
- ClickApplies To
- Item Fulfillment:EnterCheckmark
- ClickValidation & Defaulting
- Default Value:Enter{itemunitprice}
- Formula:EnterCheckmark
- ClickSave