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 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.