I. Create new custom field to hold promotion code
1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Set value for Label
3. Set Store Value = T
4. Set Applies to : Item FulFillment ; Print on Picking Ticket
5. On the Display subtab, set Subtab > Main
6. Click on Save.
II. Create Workflow to set values
1. Navigate to Customization > Workflow > Workflows > New
2. Provide Name
3. Set value for :
- Record Type : Transaction
- Sub Type : Sales Order
4. Set On Create = T
5. Set On Update = T
6. Set Execute as Admin = T
7. Set Release Status Testing/Released
8. Click on Save.
III. Create new State
1. Click on New State
2. Provide Name
3. Click on Save.
IV. Steps to Create Action
1. Click on the State
2. Click on New Action
3. Click Set Field Value
4. Set Trigger On Before Record Submit
5. Set Field = Promotion Code for fulfilment or field created on Step I.
6. On the From Field set values
- Record = Current Record
- Field = Promotion Code
7. Click on Save.
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