Author: Renjima C S

Item Saved Search for Items On Hand displaying Quantities, Total Values and Serial/Lot Numbers per Bin

Navigate to Lists > Search > Saved Searches > New. Select Item as the Search Type. Under Criteria tab, add the following filter: Field | Description | Formula Use Bins | is true      Formula (Numeric) | is 1 | Case when {‌inventorylocation.id}={‌inventorynumberbinonhand.location.id} then 1 else 0 end Inventory Number/Bin on Hand : On Hand | is greater than 0 Under Results tab, click the Remove All button and… Continue reading Item Saved Search for Items On Hand displaying Quantities, Total Values and Serial/Lot Numbers per Bin

Display Summary Search Results in Custom Body Field with Store Value Checked

Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Label: Enter Sourcing from Saved Search Type: Select Free-Form Text Store Value: Remove Checkmark Сlick Applies To  Sale: Enter Checkmark Click Display Subtab: Select Main Display Type: Select Hidden Click Validation & Defaulting Search: Select required Summary Saved Search Click Save Create Transaction Body Field with Store Value checked to which the Workflow sources the values from the previously created field Navigate to Customization > Lists, Records, &… Continue reading Display Summary Search Results in Custom Body Field with Store Value Checked

Source a Custom Field Value from the Sales Order to the Invoice Record via Workflow

Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Source Form SO to Invoice Record Type: Select Transaction Sub Types: Select Invoice Execute as Admin:Enter Checkmark Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Click Save Double Click State 1 Click New Action Click Set Field Value Basic Information: Trigger On: Select Before Record Load Parameters: Field: Enter Message Value: Select Formula Formula: Enter {‌createdfrom.memo}Note: Change memo to the ID of… Continue reading Source a Custom Field Value from the Sales Order to the Invoice Record via Workflow