RE: Source a customer record field into another custom record field

Hi I have 2 custom records:

 

Record A has Customer (list), Item (list), Customer Code

Record B is a packing list and has Customer (list),Item(list), and a lot of packing related field. I want to pull the value from record A where Customer and Item are equal in Record B. I thought I might be able to achieve this with Sourcing but I do not seem to be able to get the required value. What is the best way to achieve this?

 

Thanks

themelon007 Rookie Asked on September 4, 2020 in Other.
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4 Answers

Hi Chris,

 

Thanks for your reply. I have created a Saved Search based field previously.

 

The main thing I was struggling with is exactly how to link the items together.

 

Both are custom records that have a master record and a sublist, the sublist contains the items list for the business, the customers list contains the customer list for the business.

 

Basically there is a custom record, associated with the item record which contains the customers own SKU which we must include on certain documentation and labels,  there are multiple customer who may require this.

 

Thanks,

Rookie Answered on September 7, 2020.

Ah, then we might have an issue as you can’t do a Saved Search field on a sublist.

Apologies – I’d wrongly thought the second record didn’t have a sublist.

So does it look like this?

Rec A
Item 1,  Cust 1, Code A
Item 2,  Cust 1, Code B
Item 3,  Cust 1, Code C

Rec B
Customer – At header?
Item 1, <<<Lookup Code>>>
Item 2, <<<Lookup Code>>>

Thanks,

Chris

on September 7, 2020.
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