Create Custom Fields to Maintain Historical Transactions Notwithstanding Changes Made on Item Records.

Changes on the following item record fields are applied on historical transactions:

• Code column on Basic tab when Multiple Vendors is enabled and the Vendor on the item record is the same as the vendor on the purchase order
• Vendor Name/Code field
• Display Name/Code
• Item/Number field

To maintain historical transactions notwithstanding changes made on item records, perform the following:

1. Create Custom Item Field to be used in lieu of the standard Code ({vendorcode}) field on Basic tab.
   • Navigate to Customization > Lists, Records, & Fields > Item Fields > New.
   • Set the following:
   • • Label: Vendor Code
     • Type: Free-Form Text
     • Store Value: Mark
   • On Applies To tab, mark the item types where this field must apply.
   • Mark Print on Price List.
   • On Display tab, set the following:
   • • Subtab: Basic
     • Display Type: Normal
   • Click Save.
2. Create Transaction Line field that sources out the Custom Item Field.
   • Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields.
   • Set the following:
   • • Label: Vendor Code or Part Number or Item Number
     • Type: Free-Form Text
     • Store Value: Unmark
   • On Applies To tab, mark the following where this field must apply:
   • • Purchase Item
     • Transfer Order
     • Print on Standard Forms
     • Store with Item Groups
   • On Sourcing and Filtering tab, set the following:
   • • Source List: Item
     • Source From: Vendor Code
   • Click Save.
3. Customize Purchase Order form.
   • Navigate to Customization > Forms > Transaction Forms.
   • Click Customize or Edit next to the related transaction form.
   • On Sublist Fields tab, mark Show checkbox for the Custom transaction field created (Label: Vendor Code or Part Number or Item Number)
   • Drag the same field to the 2nd column right after standard field Item
   • Enter a Label to show on the screen and on printed forms. e.g. Item Code
   • On Printing Fields tab and Columns subtab, mark Show checkbox for the Custom transaction field created (Label: Vendor Code or Part Number or Item Number)
   • Unmark the standard field Item.
   • Drag the same field to the 1st Column of purchase order printout.

Note: User may attach their case to Enhancement 180717: Changes made on Item Records must not affect historical transactions.