Wednesday, February 6, 2019

Item Fulfillments have Dates before Sales Orders

Scenario:

        Prevent users from creating ItemFulfillments whose transaction dates are before their respective Sales Order transaction dates

 

 

Findings:

        There is currently nooption in Setup > Accounting > Accounting Preferences > OrderManagement tab > Fulfillment portlet to Allow/Disallow Fulfillment Date before Sales Order date

        This request has been filedas Enhancement#244882


Alternate Solution:

Toinform users not to enter an Item Fulfillment date before the actual SalesOrder transaction date > create a custom bodyfield for the Item Fulfillment showingthe Sales Order Date.

1.   Navigate to Customization > Lists,Records, & Fields > Transactions Body Fields > New

2.   Set the following field values:

Label = SalesOrder Date

Type = Date

Store Value = False

AppliesTotab:

ItemFulfillment = True

Display tab:

Subtab =Main

Sourcing& Filtering tab:

SourceList = Created From

SourceFrom = Date

3.   Save

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