Saturday, May 25, 2019

Update Value of a List/Record Type field using the standard Created From field on a Sales Order Transaction


A user creates a transaction body field of Type= List Record. This field will be used to carry the value of the Created From field on the Sales Order Transaction. The solution below can be applied to transactions such as Sales Orders created from Estimates or Invoices created from Sales Orders.

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Enter a Label
3. Type= List/Record
4. List/Record= Transaction
5. Store Value= T
6. Under Applies To tab> Sale is checked
7. Click Save

II. Create a Mass Update

1. Navigate to Lists > Mass Update > Mass Updates
2. Expand General Updates
3. Select Sales Order
4. Under Criteria tab> Enter filters for the search
5. Under Mass Update Fields tab:
 -Check the Apply checkbox for the List/Record field Created on Section I.
- Formula=
6. Click Preview
7. Click Perform update

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