Scenario 5: Synchronization of Custom Fields between Items and Sales & Purchase lines
The Custom Fields extension enables the possibility to transfer values of an item to a sales or purchase line.
To set up transferring for a custom field (e.g., of type Text) from an item to a sales order line.
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Choose the Item as Entity Filter on the Custom Field Definitions page.
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Add a new line, change the Type field to Text. The system will predefine Field No. but the user is able to change it. Specify the Field Name (e.g., “Transport Note”).
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When the line inserted, the system will automatically add English (ENU) caption for the custom field. This default caption is the same as the field name.
- Create the same field (as seen in step 1 to 3) for the Sales Line
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Choose Item as Entity Filter on the Custom Field Definitions page.
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Enable the Copy to S. Line checkbox on the field created at step 1, that should be transferred to the sales order line.
- Open an Item Card and fill in the custom field Transport Note on the FastTab Custom Fields
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Create a Sales Order and enter the item used on step 7 in the sales lines.
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Note that the custom field value that we entered in step 7 is automatically transferred to the sales line.
