Workflow to update sales order lines with data from item master

I’m trying to create a workflow on sales order where a field in the sales order line would need to be populated with data from the item master record of the item of that order line.

The field in the SO Line purpose to to store the number of unit in an inner pack and that will later be used by our SPS EDI label generation process.

I’m fairly new to workflow, but computer literate, just wanted to know if someone can confirm that what I’m looking for is doable or/and willing to share some idea on how to achieve this.

Rookie Asked on November 20, 2020 in Order Management.
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2 Answer(s)

I may not be understanding your question correctly. But pulling data from the item record itself into the line level of a transaction is quite simple and does not require WF to it. We for example often pull Drawing numbers and revisions into SO and MPN into PO’s.

You create a new transaction Line Field and make sure that it is the same type as the field you are pulling from in the item record. Then under “Sourcing & Filtering” you should set the “Source List” to “Item” and then in the “Source From” field enter the field you are pulling from. This will automatically populate the field when you enter the PN.

Beginner Answered on November 23, 2020.
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Hi!  Sadly, the field is part of a bundle to which we can’t change the source from.  But I found a way to address with the Workflow.

Rookie Answered on November 23, 2020.

I’m having an issue where I need to update the line item as well. Was this working? Could you share the solution?


on May 26, 2021.
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