Set a Custom Item Field Based on its Expected Receipt Date from a Purchase Order

Scenario

There are instances where in Users want to know whether a specific Item is already available for backorder depending on the expected receive by date on the latest Purchase Order Record created.

Solution

1. Create Saved Item Search 
1. Navigate to Reports > Saved Searches > All Saved Searches > New 
2. Click Item 
3. Search Title: Enter Title
   Example: Minimum Receipt Date 
4. Click Criteria 
5. Filter: 
   Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed
1. Select Transaction Fields...
1. Transaction Filter: Select Type
2. Type: Select any of
3. Select Purchase Order
4. Click Set
2. Select Transaction Fields...
1. Transaction Filter: Select Status
2. Status: Select any of
3. Select Purchase Order:Pending Receipt 
4. Click Set
6. Click Results 
7. Field: 
   Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed
1. Select Transaction Fields...
1. Transaction Filter: Select Date
2. Summary Type: Select Minimum 
8. Sort By: Select Transaction : Date 
9. Click Available Filters 
10. Filter: 
    Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed
• Select Internal ID 
11. Click Save & Run
    
    
2. Create Custom Item Field to store the Minimum Receive Date
1. Navigate to Customization > Lists, Records, & Fields > Item Fields > New 
2. Label: Enter Label
   Example: Minimum Receive Date 
3. ID: Enter _min_rec_date
4. Type: Select Date 
5. Store Value: Remove Checkmark 
6. Click Applies To 
• Inventory Item: Enter Checkmark 
• Kit/Package: Enter Checkmark 
• Assembly/Bill of Materials: Enter Checkmark 
7. Click Display 
• Subtab: Select Main 
8. Click Validation & Defaulting 
• Search: Select Minimum Receipt Date 
9. Click Save
   
   
3. Create Custom Item Field to know if Item is available for backorder
1. Navigate to Customization > Lists, Records, & Fields > Item Fields > New 
2. Label: Enter Label
   Example: Available For Backorder
3. Type: Select Free-Form Text 
4. Store Value: Remove Checkmark 
5. Click Applies To 
• Inventory Item: Enter Checkmark 
• Kit/Package: Enter Checkmark 
• Assembly/Bill of Materials: Enter Checkmark 
6. Click Display 
• Subtab: Select Main 
7. Click Validation & Defaulting 
• Formula: Enter CASE WHEN ({custitem_min_rec_date}-{today}) <= 7 THEN 'Yes' ELSE 'No' END
8. Click Save