Display Line Item Rate When Fulfilling Sales Orders

Written by
Joyce Anne Simpao
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

  1. Navigate toCustomization>Lists, Records, & Fields>Transaction Column Fields>New
  2. Custom Transaction Line Field:
    • Label:Enter Value
    • Type:SelectType
    • Store Value:RemoveCheckmark
  3. ClickApplies To
    • Item Fulfillment:EnterCheckmark
  4. ClickValidation & Defaulting
    • Default Value:Enter{itemunitprice}
    • Formula:EnterCheckmark
  5. ClickSave