Sunday, March 24, 2019

Custom Field > Display the average item cost/rate on a Sales order

This article uses the ability to derive a custom field value based on the results of a summary search result.

1. Create a Summary Search
- Navigate to Lists > Search > Saved Searches > New > Transaction
- Search Title = Average Item Cost/Rate
- Criteria tab = None
- Results Tab
  - Field = Item Rate
  - Summary Type = Average
- Available Filters Tab
  - Filter = Internal ID
- Save

2. Create a Custom Transaction Body Field
- Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
- Label = Average Item Cost/Rate
- Store Value = Not Checked
- Applies To tab
  - Sale = Checked
- Display tab
  - Subtab = Items
  - Display Type = Inline Text
- Validation & Defaulting tab
  - Search = Average Item Cost/Rate (Search created in step 1)
- Save

 

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