Behavior of View from Order Only Settings on Transaction Line and Transaction Body Custom Fields

The Applies To subtab of transaction body and transaction line custom fields have settings for Item Receipt and Item Fulfillment fields. These settings also have View from Order Only fields. When you check a View from Order Only box, here's what happens:

• (Item Receipt) View from Order Only – the custom field will always show the purchase order value on item receipts, but you won't be able to edit it on the receipt.

• (Item Fulfillment) View from Order Only – the custom field will always show the sales order value on item fulfillments, but you won't be able to edit it on the fulfillment.

Here's an example of a transaction body field with View from Order Only boxes checked.

Note:

On a Transaction Line Field, the Purchase and Sale boxes are named Purchase Item and Sale Item.

To use these fields, you must check the following boxes.

Field	Available when these boxes are checked
(Item Receipt) View from Order Only	Purchase or Purchase Item Item Receipt Store Value
(Item Fulfillment) View from Order Only	Sale or Sale Item Item Fulfillment Store Value

Behavior on Item Receipts and Item Fulfillments

When you click Receive on a purchase order, an Item Receipt page appears. The custom Item Receipt field gets its value from the original (parent) purchase order.

When you click Fulfill on a sales order, an Item Fulfillment page appears.. The custom Item Fulfillment field gets its value from the original (parent) sales order.

If the View from Order Only box is checked on the field definitions page, the values in the related custom Item Receipt or custom Item Fulfillment fields are read-only. Even after saving and editing, the fields stay read-only. If you update the custom field value on the parent record, the value also updates on the related Item Receipt page or Item Fulfillment page. To edit the values, you first need to clear the View from Order Only box.

The following table describes how purchase order transactions and item receipts work with different settings. The same behavior applies to sales order transactions using the Sale box, Item Fulfillment box, and Fulfill button.

Boxes		Actions
Purchase or Purchase Item	Item Receipt	View from Order Only	Create New Item Receipt from Purchase Order by Clicking the Receive Button	Clear the View from Order Only box after Item Receipt is Created	Update Field Value on Purchase Order	Check or Clear the View from Order Only Box
Cleared	Checked	Cleared	Item Receipt page has no value in the related custom field. You can enter and save a value.	N/A	Can't update field on purchase order because the Purchase field isn't applied.	N/A
Checked	Checked	Cleared	Item Receipt page has a value in the related custom field that's copied from the parent purchase order. You can edit and save this value.	N/A	Value on related Item Receipt page custom field does not update.	N/A
Checked	Checked	Checked	Item Receipt page has a value in the related custom field that's copied from the parent purchase order. The value is read-only and can't be changed.	Value isn't taken from the parent purchase order. Instead, the value loads from a database, and contains the value that was sourced during the creation of the item receipt.	Value on related Item Receipt page custom field does update.	Clear: Field displays the value that was in the field when the item receipt was created from the purchase order. If you change the value on the purchase order, the value on the item receipt remains the same. Check: Field displays the updated value taken from the purchase order.

Here's an example of an Item Receipt page, where the custom Item Receipt field gets its value from Purchase Order #2.

The same behavior applies to custom Item Fulfillment fields on sales orders, where the field gets its value from the parent sales order.

Related Topics

• Creating a Custom Field
• Creating Custom Fields by Type
• Assigning Custom Fields to Specific Record Types
• Setting Display Options for Custom Fields
• Setting Validation and Defaulting Properties
• Setting Sourcing Criteria
• Sourcing and Filtering Examples
• Setting Filtering Criteria
• Dependent Dropdown Lists
• Restricting Access to Custom Fields
• Restricting Access to Employee Custom Fields
• Creating Read-Only Custom Fields
• Adding Translations for Custom Fields
• Adding Custom Fields to Transaction Forms
• Tracking Changes to Custom Fields

General Notices