RE: Add custom transaction line field sourced from item multi select field

I have a custom field on my item records named substitutes that is used to identify which items in our database may be substituted when we’re out of stock for one of them.  It’s a multiple select type and the List/Record is just Item.

I’m wanting to add this as a custom line field on our Sales Orders so that the user can easily see right from the Sales Orders if the item can be replaced by a substitute but I’m having trouble. Creating and adding a custom transaction line field of the List/Record type to source from Item : Substitutes does not show the available substitutes on the sales order, but a multi select dropdown which is empty at first which isn’t of any use.

Adding it as a Free-Form Text field with a default value of {item.custitem_fb_substitutes} doesn’t seem to be valid either as it give a field not found error. I’m not sure if you can call a field like that without setting the Source List to Item, but when I do that I get a message that the field must be saved as a List/Record type.

I feel like what I’m trying to accomplish should be possible. Does anyone have any guidance? Thank you

RE: Add custom transaction line field sourced from item multi select field

RE: Add custom transaction line field sourced from item multi select field

 

 

clarencefoos Rookie Asked on May 7, 2020 in How To's.
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2 Answers

Although not quite as useful, you can filter the select options of your transactions line field to be the values selected on your item field.

You would set the Sourcing & Filtering options of your transaction line field so that the Source List is Item and the Source From is your custom item multiple select.

Intermediate Answered on May 7, 2020.
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