The above Sales order has a PO rate for every line item Below is it's matching invoice it is missing PO Rate on certain lines

Ok it is there, here is the id : custcol_vel_item_classification

No I do not believe so, I'm not sure how I check to see if it is custom though. I am sorry if I am making this difficult lol.

Item classification is: Non-Stock Then script selects Cost estimate type: Purchase Order Rate

All I need is this: Once the salesperson has entered the item and classification, and only if Non-stock has been selected for classification then a script will change cost estimate type to Purchase order rate.

Yes I need the cost estimate type scripted Classification is already automatically populated correctly based on the item,

I need the cost estimate on each line of a sales order to be selected by the Item classification. I cannot figure how to make it work, manually changing is not an option

Here is an example This field is auto populated based on the item This field always defaults to this value and this field is incorrect However whenever I change this field to the correct value (based on the item classification) as seen below This field below is corrected with the right data (the only change made was the…

Thanks

Yes, this is good reading, however the fact remains that when I manually change the cost estimate type for the line items on the sales order these fields work correctly. The original question for me was how do I have the cost estimate type automatically selected based upon the item classification that is entered for each…

Sonds good

Support type is: basic This problem was noticed in early December Unsure of when it last worked correctly It slows down sales and purchasing It is not blocking at the moment

Thankyou

Alright so what are my options to have these fields on the sales order correctly populated.? Knowing the cost and profit on a sales order is an essential function to my business.

I appreciate all your help

So this Should determine the selection made in this field The selection determined above dictates how this populated (which is not working properly currently, because item defined cost is the default setting and we do not want sales people selecting this) So to summarize when an item is entered: the class is automatically…

I will try it on the item record. But maybe I wasn't being clear, when a salesperson is entering a sales order, and they select Item classification I want this to auto select the cost estimate type on the sales order. So that it would look something like below (this is on the sales order under items) Item Classification…

I had it set up as Record type: Transaction Sub Types: sales order If I set up as item what should I make as the subtype?

Oh I set this up as item records? Even though the workflow applies to sales orders.

I cannot find cost estimate type under parameter field?

So basically all other items are locked so that sales folks cant edit them on sales orders, I would like to also lock this group of "service for resale"

thanks so much

Is there away to have the cost estimate type auto selected once you select if the item is stocking or nonstock? like with a workflow?

Yes that is correct specifically If the item classification is "Stocking" than cost estimate type should be "item defined cost" If the item classification is "non stock" then cost estimate type should be "Purchase order rate"

Yes it is.

Could I add "est commisson cost" to the dropdown box on cost estimate type

We have many specials is there a way to point Est cost at the PO rate?

I don't believe it's a custom item. It is how we charge for labor. I don't see anything that says custom, where would I look/

Could you point me in the direction of how to do accomplish this? Do I just go to the form and add it? Or do I have to apply the field to the form? I have not been able to find the field under the customization tab.

Oh I see thank you so much! I will pass this along.