Friday, February 8, 2019

Source the Sales Rep from the Sales Order and Display it on the Item Fulfillment Record

User would like to display the sales rep assigned on the Sales Order when creating an Item Fulfillment. To accomplish this, perform the following steps:


Part 1: Create a Transaction Body Field.


            1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.


                        Label: Sales_Rep

                        Type: Free-Form Text

                        Store Value: Marked

                        Applies To: Item Fulfillment

                        Display Tab > Subtab: Main


            2. Click Save.


Part 2: Create a Workflow to set value on the field. Make sure that the feature is enabled in Setup > Company > Enable Features > SuiteCloud tab> SuiteFlow (Administrator role required to do this).


            1. Navigate to Setup > Customization > Workflows > New.


            2. Settings:


                        Name: Set Sales Rep in Item Fulfillment

                        Record Type: Transaction

                        Sub Types: Item Fulfillment

                        Release Status: Released

                        Initiation > Event Based: On Create, On Update


            3. Click Save.


            4. Click New State.


            5. Click Save.


            6. Click State 1.


            7. Under Actions tab, click New Action.


            8. Select Set Field Value.


            9. Settings:


                        Trigger On: Entry

                        Parameter > Field: Sales_Rep

                        Parameter > Value > Formula: {createdfrom.salesrep}


            10. Click Save.


Part 3: Perform a Mass Update to set value on existing Item Fulfillment.


            1. Navigate to Lists > Mass Update > Mass Updates.


            2. Expand General Updates.


            3. Select Item Fulfillment.


            4. In the Criteria tab, select a Filter to narrow down result. For testing, try this first on one Item Fulfillment. Use Number filter and enter the number of an Item Fulfillment that does not have a value for the custom field.


            5. Click the Mass Update Fields tab.


            6. Check Apply for the Custom Field (Sales_Rep).


            7. In the Formula column use: {createdfrom.salesrep}


            8. Click Preview.


            9. Click Perform Update.


Finally, view a Sales Order (Pending Fulfillment) and click the Fulfill button to verify if the name of the Sales Rep will populate on the Custom Field.


Note: Issue#97611 has been filed for the abilility have sales rep field source on the item fulfillment screen. 

No comments:

Post a Comment