Ask A Guru

Honey Soe

Dear Gurus,

I already create the value of the total of Quantity Ordered for each Purchase Order record as below SuiteAnswer. However, I have a purchase order that converts a Drum to a Liter via UOM. Although the customized field displays a conversion Liter(Base Unit) quantity of 200, the PO UOM is Drum. That can be show the PO UOM's quantity?

Solution

• Create a Saved Transaction Search
  1. Navigate to Lists > Search > Saved Searches > New
  2. Click Transaction
  3. Search Title: Enter Title
     Example: Purchase Order Quantity Ordered
  4. Click Criteria
  5. Click Standard
  6. Filter:
     Note: Always click Add once Field selected and adjusted as needed.
     • Select TypeDescription: is Purchase Order
  7. Click Results
  8. Click Columns
  9. Click Remove All
  10. Field: 
      Note: Always click Add once Field selected and adjusted as needed.Select Internal IDSelect Quantity
      Note: Select Sum on the Summary Column for Quantity
  11. Select Available Filters
  12. Filter: 
      Note: Always click Add once Filter selected and adjusted as needed. Select Internal ID
  13. Click Add
  14. Click Save
       

• Create a Transaction Body Field
  1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
  2. Label: Enter Label
     Example: Total Quantity
  3. ID: Enter ID
     Example: _total_quantity
  4. Type: Select Integer Number
  5. Store Value: Remove Checkmark
  6. Click Applies To Purchase Item: Enter Checkmark
  7. Click Display Subtab: Select Main
  8. Click Validation & Defaulting Search: Select Purchase Order Quantity Ordered (Saved Search created on Step 1)
  9. Click Save

• Add the newly created custom field to the Transaction Form PDF Layout or Advanced PDF/HTML Template
  1. Navigate to Transactions > Purchases/Vendors > Enter Purchase Orders > List
  2. Preferred Transaction Form: Click Edit
  3. Top Right Corner: Hover-over Customize
  4. Click Customize FormFor Basic Printing TypeNavigate to Printing Fields > BodyLocate Total Quantity Print/Email: Enter CheckmarkClick SaveFor Advanced Printing TypeNavigate to Customization > Forms > Advanced PDF/HTML Templates Necessary PDF/HTML Template: Click Customize/EditTop Right Corner: Source CodeUse the following tag to add the field: ${record.custbody_total_quantity} Click Save

With Best Regards,

Honey