Requirement
Need additional Custom Fields for Purchase orders to improve Inventory Management, Logistics, Customer Quotation, Forecasting, and meeting KPIs.
Solution
Prerequisites
- Need to create the following field for PO
- Confirmed OTP Date
- PO Body field
- Field Type: Date
- Mandatory: No
- Display Type: Disabled
- Confirmed OTP Date – PO Line field.
- PO Item Line field
- Field Type: Date
- Mandatory: No
- Display Type: Disabled
Description of the Solution
The requirement can be achieved via Scripting. The script will work in Sales order Create and Update context.
If the Paired Intercompany transaction field in Sales Order has value, then new custom fields added in Purchase Order (POE/POM/POW/POA) will be populated as below:
- Confirmed OTP Date (PO Body field): It has taken the value from the paired intercompany transaction sales order’s Ship Date.
- Confirmed OTP Date (PO Line field): This field takes value from the paired intercompany transaction sales order’s item line’s Est. Ship Date.
Assumptions
- The Sales Order available in the Paired Intercompany Transaction field of Purchase Order is created via Manage Intercompany Sales Order page by selecting the Purchase Order. So, the date population/update can be considered at the time of creation/update of SO
- The new custom fields are disabled in the PO. The user cannot edit the custom fields.