RE: How to Relate two records that aren’t joined
I am trying to join two records that are not inherently joined. I could easily do this through a CSV import, but I don’t want to have to manually maintain the data with uploads.
Issue:We have Purchase Orders in our system with updated shipping information, but that updated date is not making it back onto the sales order record. The Purchase orders are not always linked to the sales order record either.
Fields I need for my search, renamed for this example:
Purchase order Record: [Purchase order #] [custom field Related Sales Order#] [PO ship date]
Sales order record:[Sales order #] [SO ship date]
I want to update the sales order record when [sales order#] = purchase order[custom field Related Sales order ID] update [SO ship date] to match [PO ship date].
I cannot figure out a way to do this aside from a CSV import… does anyone have any ideas? I tried to do this through a saved search workflow but couldn’t relate the fields I needed. Thank you for your help!
You first need a relation between PO and SO(as @suitemike suggested) but since in your case PO are updated and that info needs to be back flown on SO, you only need to set/select reference of SO on PO and whenever an update is made on PO, you can make it flow to SO using workflows (in real-time/scheduled) or use some periodic (scheduled/map-reduce etc) scripts.