Jcurve Support Articles / Setup & Customisation

Update Item Information on Sales Order Using Workflow

Written by
Pattranit Lakhan
Published on
January 26, 2024 at 9:04:12 AM PST January 26, 2024 at 9:04:12 AM PSTth, January 26, 2024 at 9:04:12 AM PST

Scenario

When an Item record is updated (for example: pricing, description, etc.), the updated item information is not automatically reflected on Sales Orders that were already created with the item. Thus, it is needed to manually re-add the item/s for the new Item information to be shown. To avoid this, a workflow can be created which can be executed using a button whenever needed.

Solution

  1. Navigate toCustomization>Workflow>Workflows>New
  2. Basic Information:
    • Name:EnterName
      Example: Auto Update Items
    • Record Type:SelectTransactions
    • Sub Types:SelectSales Order
    • Execute as Admin:EnterCheckmark
    • Release Status:SelectReleased
  3. Initiation:SelectEvent Based
  4. Event Definition:
    • On Create:EnterCheckmark
    • On View or Update:EnterCheckmark
    • Trigger Type:Select-All-
  5. ClickSave
  6. ClickNew State
  7. ClickState 1
  8. Lower Right Corner:ClickNew Action
  9. ClickAdd Button
  10. Parameters:
    • Label:EnterLabel
      Example: Update Item
    • Save Record First:EnterCheckmark
  11. ClickSave
  12. Double-clickState 1
  13. ClickTransitions
  14. ClickNew Transition
  15. Basic Information:
    • To:SelectState 2
  16. Condition:
    • Execute on Button:SelectUpdate Item
  17. ClickSave
  18. Double-clickState 2
  19. ClickNew Sublist Action
  20. Parameters:
    • Sublist:SelectItems
  21. ClickSave
  22. ClickSublist Action Group
  23. ClickNew Action
  24. ClickSet Field Value
  25. Parameters:
    • Field:SelectItem (Line)
    • Value:SelectFrom Field
      • Record (Join):SelectCurrent Record
      • Field: SelectItem (Line)
  26. ClickSave
#automatically
#Item
#Sales Order
#Workflow
Jcurve Support Articles / Setup & Customisation