Wednesday, May 15, 2019

Expose “Maintenance Percentage” field when creating Service Item types of Inventory

  1. Navigate to  Customization > Lists, Records & Fields > Item Fields > New.
  2. Assign the following:
  3. Label = M/S % (name as appropriate)
  4. Type = Percent
  5. Under the Applies To subtab, mark the Service checkbox.
  6. Under Sourcing & Filtering subtab, set the following:
  7. Source List = Maintenance/Support Type
  8. Source From = Maintenance Percentage
  9. Click Save.
  10. Navigate to  Lists > Accounting > Items > New.
  11. Click on Service: For Sale
  12. Custom field will be available under the Custom subtab.
  13. Move the elements as necessary.

 

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