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 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.