Sunday, October 14, 2018

Items > Cannot set the UPC Code field to be Mandatory.

Mandatory check box for UPC Code field is grayed out when user customize the Inventory form.

1. Navigate to Lists > Accounting > Items.
2. Edit an Inventory Item record.
3. Click on Customize > Customize Form.
4. Under Fields > Main, look for UPC Code.

Actual Results:
1. The Mandatory check box is grayed out.

Expected Results:
1. The Mandatory check box for UPC Code should be available. 

Note:  Since we don't have a way to change the Mandatory checkbox to be available for UPC Code, user can create a workflow to set the UPC Code to be Mandatory.

1. Navigate to Customization > workflow> Workflows > New
2. Enter Name for the Workflow – Item – UPC. 
3. Record Type = Item. 
4. Sub Types = select the Item type = i.e Inventory Part.
5. Release Status = Released. 
6. Under Initiation, set On Create = T. You can also set the On Update = T for existing records. 
7. Click Save.
8. Click State 1 and Edit. 
9. Enter Name = Mandatory.
10. Click Save.
11. Click the "Mandatory" State. 
12. Click New Action.
13. Click Set Field Mandatory.
14. Under Parameters, select UPC Code.
15. Set the Mandatory = T.
16. Click Save.

Create or edit Inventory Item and the UPC Code will now be set as Mandatory field.

Note:  When users customize the Inventory Part form, under Fields > Main, the Mandatory box for UPC will not show as checked. However, when you view an Item record or view the form, the UPC Code field will have the asterisk (*) to identify that it is a Mandatory field. Enhancement 157098 has been filed for this.

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