Set the Value of Expected Receipt Date Based on Receive by Date on Purchase Order

  1. Navigate to Customization > Workflow > Workflows > New
  2. Provide Basic Information:
  3. Enter the name
  4. Select record type as Transaction
  5. Select sub types as Purchase Order
  6. Enter Checkmark Execute As Admin: 
  7. Select Release Status as Released
  8. Initiation: Select Event Based
  9. Event Definition:
  10. Click the checkmark ‘On Create’
  11. Click on the checkmark ‘On View or Update’
  12. Trigger Type: Select  All
  13. Click Save
  14. Click State 1
  15. On the context panel: Click the Pencil icon
  16. Click New Sublist Group
  17. Basic Information:
  18. Trigger On: Select After Record Submit
  19. Parameters:
  20. Sublist: Select Items
  21. Click Save
  22. Click Sublist Action Group
  23. Click New Action
  24. Click Set Field Value
  25. Condition: Click Launcher icon
  26. Record: Select Old Record
  27. Field:
  28. Select Due Date
  29. Compare Type: Select not equal
  30. Selection: Select Due Date
  31. Parameters:
  32. Field: Select Expected Receipt Date (Line)
  33. From Field:
  34. Record (Join Field): Select Current Record
  35. Field: Select Due Date
  36. Click Save

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