The Custom Segments feature allows you to create custom classification fields similar to class, department, and location. This enables you to tailor the framework to suit your specific needs and organizational structure.
In order to automatically source a value from a record for Custom Segments, you need to specify a record in the Source List field.
Using Source List field, the Custom Segment will be dynamically populated with a default value. The default value is derived dynamically from another record to whose type of the segment has been applied.
In this sample scenario, a Custom Segment in the Sales Order's column needs to be defaulted to its value from the Item record. Here is the configuration of the Custom Segment:
- Navigate to Customization > Lists, Records, & Fields > Custom Segments
- From the list, locate the appropriate segment and click Edit
- Click Application & Sourcing tab
- Click Transaction Columns subtab
- Source List:
- Select Item(Item)
- Click Save
With this setup, the value of the Custom Segment from the Item Record will be defaulted to the Custom Segment in the Sales Order.
Do you have any questions about Custom Segment? Let us know!
