User would like to display the sales rep assigned on the Sales Order when creating an Item Fulfillment. To accomplish this, perform the following steps:
Part 1: Create a Transaction Body Field.
1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
Label: Sales_Rep
Type: Free-Form Text
Store Value: Marked
Applies To: Item Fulfillment
Display Tab > Subtab: Main
2. Click Save.
Part 2: Create a Workflow to set value on the field. Make sure that the feature is enabled in Setup > Company > Enable Features > SuiteCloud tab> SuiteFlow (Administrator role required to do this).
1. Navigate to Setup > Customization > Workflows > New.
2. Settings:
Name: Set Sales Rep in Item Fulfillment
Record Type: Transaction
Sub Types: Item Fulfillment
Release Status: Released
Initiation > Event Based: On Create, On Update
3. Click Save.
4. Click New State.
5. Click Save.
6. Click State 1.
7. Under Actions tab, click New Action.
8. Select Set Field Value.
9. Settings:
Trigger On: Entry
Parameter > Field: Sales_Rep
Parameter > Value > Formula: {createdfrom.salesrep}
10. Click Save.
Part 3: Perform a Mass Update to set value on existing Item Fulfillment.
1. Navigate to Lists > Mass Update > Mass Updates.
2. Expand General Updates.
3. Select Item Fulfillment.
4. In the Criteria tab, select a Filter to narrow down result. For testing, try this first on one Item Fulfillment. Use Number filter and enter the number of an Item Fulfillment that does not have a value for the custom field.
5. Click the Mass Update Fields tab.
6. Check Apply for the Custom Field (Sales_Rep).
7. In the Formula column use: {createdfrom.salesrep}
8. Click Preview.
9. Click Perform Update.
Finally, view a Sales Order (Pending Fulfillment) and click the Fulfill button to verify if the name of the Sales Rep will populate on the Custom Field.
Note: Issue#97611 has been filed for the abilility have sales rep field source on the item fulfillment screen.
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