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 time on this.

Yes you are correct in understanding the basic structure. The first record actually doesn’t have a sublist, it is a child record on customer where the customers SKU codes are entered by the sales team.

I have sourced the customer from the header to the line on record B if that helps.

The header/item lines on record B are set up as Parent/Child so I suppose technically there is a record for the header and the items sublist, if that makes sense?

Essentially when the user scans in the item code on the record, I would like the customer sku to be pulled into the relevant field where the customer and item match.

 

Thanks,

Rookie Answered on September 7, 2020.
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