Jira code: ME-151
We can record the Actual date and Expected date of a transaction in the sales order. For example, the client has confirmed the quote we will place a sales order to a customer. Many items will be back ordered so we will create a purchase order for fulfilling this sales order so we need to get track of this date since there is multiple purchase order created for fulfilling this single sales order. So to track all this to a single view we create a custom record with the field as given below.
Transaction type as list field with values Sale order, purchase order, in-house assembly, etc. Transaction Id as a list by sourcing the transaction document number to this filed expected date as a date field. In this field, we need to populate the expected ship date values from both the sales order and the purchase order.
Actual date as a date field value to this field can be populated from the after save of the item receipt by doing a saved search on the custom record and setting the value to the search result line of the custom record. Or from the final fulfilling of the sales order. For a sales order, the actual value is populated under the shipping tab. Both the actual and expected value can be given as manually also. This custom record can be applied to the sales order by setting one field of the custom record as list or record then choose transaction as list/record. In the filter region of that custom field set type= sales order. Then this custom record will be assigned to the sales order only as a further enhancement, we can create a saved search to list out all the related custom field entry of a single sales order. We can set it as a filter also.