We’ll create two custom forms for the Europe subsidiary: one for Item Fulfillment and another for the Packing Slip. Both forms will be linked to the Europe Sales Order form, ensuring that whenever a new sales order is created using the Europe form, the associated Item Fulfillment and Packing Slip will automatically utilize the Europe forms. Users must select the Europe Sales Order form when creating a sales order for the Europe subsidiary. We’ll also create an Advanced PDF template for the packing slip with the specified layout and field mapping.
We will also add a script to the Item Fulfillment record to calculate the Total Packages, Total Pallets, Total Weight, Total Quantity, and Ship Date. Here is the breakdown of each field’s value calculation:
- Ship Date (New Custom Field): This field value will be set by the script when the Item Fulfillment status is changed to Shipped. The script will trigger when the IF record is saved or when clicking the Ship button on the Item Fulfillment record.
- Weight & Dimensions: We will add four fields to the item line on the Item Fulfillment for Weight, Length, Height, and Width. Two more dimension types and weight types will be added to the body level to maintain the same measurement type in all item lines. The user enters the weight and dimensions details in all item lines with the same measurement type entered at the body level. Also, we assume the weight and dimensions entered on the item line level are for all quantities on the corresponding item line, not for a single quantity item. The measurement types field will have a default value of KGS & CMS, but the user will have the option to change it.
- Total Packages & Pallets: We will add two custom item line fields on the Item Fulfillment to store the Package ID and Pallet ID. Additionally, we will create two body fields to store the “Total Packages” and “Total Pallets.” Based on the Package ID and Pallet ID on each line, the total number of packages and pallets will be automatically calculated when the Item Fulfillment record is saved. If the user prefers to manually enter the total number of packages and pallets, they can check the “Do not auto-assign Total Pallet Packages” checkbox, and the script will not calculate the totals, allowing the user to enter them manually. The same values will be used on the Packing Slip.
- Total Row on Packing Slip: We will create two more fields on the IF body level: one for total Ship Qty and one for Total Weight. These two fields will be disabled or hidden in the IF form. The value of these fields will be auto-calculated by the script based on the item line level values and will be used in the packing slip print.
Please note that the new custom fields will be added only to the Europe custom forms, and the script will work only for the Europe subsidiary and Europe forms.