Wednesday, May 8, 2019

Custom Line Field That Displays Quantity Pending Fulfillment (Not Yet Shipped)

Quantity pending fulfillment (not yet shipped) is the difference between Quantity and Quantity Fulfilled. This information is not exposed to the transaction. Users may create a custom field and use a formula to get the desired result.

1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New.
2. Enter a value for the Label field.
3. Set Type to Free-Form Text.
4. Uncheck the Store Value checkbox.
5. Under Applies To tab, put a checkmark for Sale Item.
6. Under Validation & Defaulting tab, enter this formula on the Default Value field:
7.Mark the Formula checkbox.
8. Click Save.

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