Friday, June 7, 2019

Show Ship Date on Mark Orders Packed page

If the Standard Ship Date is added as a column in the Mark Orders Packed page, the column will be blank. Users can create a custom transaction body field that will be sourcing the Ship Date value from the Sales Order to Item Fulfillment and add it to the Mark Orders Packed page.

To create the custom field:
1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Enter a value for the Label field. E.g. Ship Date from SO
3. Set the Type to Date.
4. Remove the checkmark for the Store Value checkbox.
5. Under the Applies To tab, select Item Fulfillment.
6. On the Display tab > set the Subtab field to Main.
7. Under Validation & Defaulting > enter {createdfrom.shipdate} on the Default Value box.
8. Put a checkmark for the Formula checkbox.
9. Click Save.

To show the custom field on the Mark Orders Packed page:
1. Navigate to Transactions > Sales > Mark Orders Packed.
2. Click the Customize button.
3. Under Additional Columns, check the Include checkbox for the custom field created above (Ship Date from SO).
4. Click Save.

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