Monday, April 29, 2019

Display Total Weight Per Line Item (Individual Item Weight x Quantity)

USE CASE

The following steps will display a custom Total Weight column field on sales transactions. Total Weight is the product of Quantity and Weight columns per line item. This field can be used for shipping or warehousing purposes.


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

2. Set the following:

  • Label = Weight {placeholder}
  • Type = Decimal Number
  • Store Value = False

3. Under Applies To tab, mark the Sale checkbox.

4. Under Sourcing & Filtering tab, set:

  • Source List = Item
  • Source From = Weight

5. Click Save. Take note of the ID created for this custom field.

Note:
A placeholder field for Weight must be created since formula do not automatically return a value when the standard {weight} column is used. This is being tracked on Enhancement #142605.

6. Click New to create another custom column field with the following setting:

  • Label = Total Weight
  • Type = Decimal Number
  • Store Value = False

7. Under Applies To tab, mark the Sale checkbox.

8. Under Validation & Defaulting tab, set:

  • Default Value = {quantity}*{ID from Step 5}
  • Formula = T

9. Click Save.

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