Friday, September 21, 2018

Add a Quantity Remaining Column on Sales Order Form

To create the column, perform the following steps:

     1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New.
     
     2. Provide a Label.
     
     3. Set Type to Free-Form Text.
     
     4. Uncheck Store Value
     
     5. In the Applies To tab, check Sale Item.
     
     6. In the Validation & Defaulting tab, set the following:

  • Default Value: {quantity}-{quantityfulfilled}
  • Formula: Yes

     7.Click Save and Apply to Forms.
     
     8. Check Apply for the selected form.
     
     9. Click Save.

 

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