Source Supply Required by Date Field from Sales Order to Item Fulfillment

There is a requirement to display the Supply Required by Date field on the Item Fulfillment To Be Generated page. The standard Supply Require by Date field returns a timestamp value when being sourced automatically through a custom field. The field only displays its value once the record has been saved which is the opposite of the desired result. 

Solution
  1. Create a Transaction Line Field
  2. Navigate to Customization > Lists, Records, & Fields Transaction Line Fields > New 
  3. Label: Enter Supply Required by Date (custom)
  4. Store Value: Enter Checkmark
  5. Type: Select Free-Form Text
  6. Click Applies To tab
  7. Item Fulfillment: Enter Checkmark
  8. Click Save
  9. Create the Workflow to set the value on the field
  10. Navigate to Customization Workflow Workflows New
  11. Name: Enter Set Supply Required by Date
  12. Record Type: Select Item Fulfillment
  13. Released Status: Select Released
  14. Keep Instance and History: Select Always
  15. Enable Logging: Enter Checkmark
  16. Event Definition:
  • On Create: Enter Checkmark
  1. Click Save 
  2. Double-click State 1 
  3. Click New Sublist Group
  4. Trigger On: Select Entry
  5. Parameters:
  • Sublist: Select Items
  1. Click Save
  2. Click on the New Action button
  3. Click Set Field Value
  4. Parameters:
  • Field: Select Supply Required by Date (custom)
  1. Value:
  • Formula: Enter SUBSTR({createdfrom.requesteddate}, 0, 10)
  1. Click Save

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