NSC | Source a Field from Project Record to Sales Order Record

Kristoffer Viray-Oracle

There are scenarios where users need to source a Sales Order field to its related Project record. In order to do this, we need to create a Project Saved Search that will return the field that needs to be sourced and apply it in the Custom Field in the Project record. In this Sample scenario, Document number needs to be sourced to the Project Record. Here is the setup:

Create a Project Saved Search

1. Add a Search Title
2. Public: Enter checkmark
3. Click Criteria
   1. Filter: Select Transaction Fields...
   2. Select Type
   3. Select Sales Order
4. Click Results
5. Filter: Select Transaction Fields...
   1. Select Document Number
      1. Summary Type: Select Maximum
6. Click Available Filters
7. Select Internal ID
8. Click Save

Create an Entity Field

1. Label: Enter name of the Custom Field
2. Type: Select Free-Form Text
3. Store Value: Remove Checkmark
4. Applies To: Select Project
5. Click Display
   1. Subtab: Select Main
6. Click Validation & Defaulting
7. Search: Select Saved Search created in step 1
8. Click Save

Edit an existing Project record

1. On the upper right corner, Navigate to Customize > Click Customize Form
2. Click Fields
3. Click Main
4. Find the field created from Step B
5. Set the Field Group of the field to Primary Information
6. Click Save

By doing the steps above, the Custom Field can now source the value from the Sales Order to the Project record

Have questions regarding the sourcing of Custom Fields? Let us know below!