Proposal Summary
This proposal covers the scope of Auto PO creation from Item Record and automatically populates the sublist of the Purchase Order with the corresponding Item as a line item.
Requirement
The objective is to introduce a button within the Item Record. When this button is clicked by users, it is designed to direct them to the Create page of the Purchase Order form, which will open in a new tab. Simultaneously, it is intended to auto-populate the sublist of the Purchase Order with the appropriate Item as a line item.
Deliverables
- A User Event Script will be created to add the button within the Item Record.
- A Client Script will be created to handle the button’s functionality, which involves directing to the Purchase Order Creation page and automatically inserting the corresponding Item into the Purchase Order’s sublist as a line item.
- The quantity of items populated on the sublist will be adjusted to 1.
Assumptions and Limitations
- We assume that this will be applicable to allItemstypes present on the Account.
- After the Item has been automatically populated into the Purchase Order sublist upon the clicking of a button, the remaining line item fields will be filled with system default values.
- We assume that this customization will be effective for all Roles and Users.
- This will operate as intended when there is a single subsidiary within the system.
Note: We recommend avoiding refreshing the Purchase Order page after it has been opened by clicking the button on the Item Record, as we are passing the ItemID through the URL.