Sample: Determine the total quantity of all items on a sales order Step 1: Create Saved Transaction Search For our Results, we only need to include the field that we are calculating on. In this example, it’s the Quantity field. Once we choose the field, we will use SUM as our Summary Type. Set a… Continue reading CREATE A CUSTOM FIELD THAT USES CALCULATED DATA FROM A SAVED SEARCH
Tag: custom field sourcing
Sourcing to a custom field
We can source a field value from a record to a custom field in another record. For that, we can use the ‘Sourcing and filtering’ option in the custom field setup.Example :Need a custom item line field in the Purchase order that sources value from the corresponding item record.Create a custom transaction line field. Apply… Continue reading Sourcing to a custom field
Points to be noted on custom field sourcing
Points to be noted on custom field sourcing