Set a Default Units Type for New Inventory Items

Users are unable to assign a default value in the Units Type field on the Main body (or sometimes can be seen under the Inventory tab) when an Item Entry form is customized.

1. Create Workflow to change values

o         Customization > Scripting > Workflows > New

o         Provide Name

o         Set Record Type = Item

o         Set Sub Types = Inventory Part (user can select the appropriate sub-type)

o         Set Execute as Admin = T

o         Set Release Status = Released/Testing

o         Set initiation >

1.       On Create = T

o         Trigger Type = Before Record Load

o         Click on Save

2.       Create State

o        Click on the New State button

o        Provide Name

o        Hit Save

3.     Create Action

o         Click on the State created

o         Click on New Action

o         Click on Set Field Value

o         Set Trigger On = Entry

o         On the Parameters Section:

1.  Set Field = Units Type

2.  Put a checkmark on the Static Value radio button

3.  Assign the desired value in the Selection field

o         Click Save

 

Note: Create more Actions and follow the same steps above to assign default Sales, Purchase and Stock Units.