Display Expected Ship Date on Reports and Saved Searches.

The Expected Ship Date field is coming from the Demand Planning module and is available in the Sales Order item line level. This will be automatically populated based on certain criteria and the user can change this date also.

But this field will not be available in the reports and saved searches as the Store Value box is unchecked in this field setup. So we have to create another field in the SO transaction line level(Hidden) to source this value.

This can be possible through workflow

1. Create Transaction Line Field
   1. Go to Customization > List, Record, & Fields > Transaction Line Fields > New
   2. Label: Enter Label
      Example: Expected Ship Date(Custom)
   3. Type: Select Date
   4. Store Value: Enter Checkmark
   5. Click Applies To 
   6. Sale Item: Enter Checkmark
   7. Click Display 
   8. Display Type: Select Hidden
   9. Click Save 
      
2. Create Workflow
   1. Go to Customization > Workflow > Workflows > New
   2. Basic Information: 
      • Name: Enter Set Expected Ship Date(Custom)
      • Record Type: Select Transaction
      • Sub Type: Select Sales Order
      • Release Status: Select Testing 
        Note: Select Released if deployed.
      • Keep Instance and History: Select Always
      • Enable Logging: Enter Checkmark
   3. Event Definition: 
      • On Create: Enter Checkmark
      • On View Or Update: Enter Checkmark
   4. Double-Click State 1
   5. Click Actions 
   6. Click New Sublist Group
   7. Click Save
   8. Click Sublist Action Group 
   9. Click New Action
   10. Click Set Field Value
   11. Parameters:
       • Field: Select Expected Ship Date(Custom)(Line)
       • From Field: Enter Checkmark
       • Record (Join Field): Select Current Record
       • Field:Select Expected Ship Date (Line)
   12. Click Save