The Applies To subtab of transaction body and transaction line custom fields have settings for Item Receipt and Item Fulfillment fields. These settings have associated View from Order Only fields. Checking a View from Order Only box does the following:
- (Item Receipt) View from Order Only – makes this custom field always display the value from the purchase order on item receipts but does not allow editing on the receipt.
- (Item Fulfillment) View from Order Only – makes this custom field always display the value from the sales order on item fulfillments but does not allow editing on the fulfillment.
The following image shows an example of a transaction body field with the View from Order Only boxes checked.
To use these fields, you must check the following boxes:
Behavior on Item Receipts and Item Fulfillments
- On a purchase order, when you click the Receive button, an Item Receipt page appears. The value in the custom Item Receipt field is taken from the original (parent) purchase order.
- On a sales order, when you click the Fulfill button, an Item Fulfillment page appears. The value in the custom Item Fulfillment field is taken from the original (parent) sales order.
- If the View from Order Only box is checked on the field definitions page, then the values in the related custom Item Receipt or custom Item Fulfillment fields are read-only. The field continues to display as read-only even after you save and then edit your receipt or fulfillment. If you return to the parent order and edit the value in the custom field, the value also updates on the related Item Receipt page or Item Fulfillment page. You can edit the values only after you clear the View from Order Only box.
The following table describes the behavior for purchase order transactions and item receipts using various settings. The behavior is the same for sales order transactions using the Sale box, Item Fulfillment box and Fulfill button.
The following image shows an example of an Item Receipt page, where the value in the custom Item Receipt field has been taken from Purchase Order #2.
The behavior for a custom Item Fulfillment field on a sales order is the same, with the value being taken from the parent sales order.
