Transfer Information into Checklists
Often it is necessary to have information, for example, from the Sales Header (Language Code) or Sales Line (Quantity), in a checklist line. Instead of entering this information manually into the checklist, the origin of the input can be defined on the Checklist Template line in the following fields.
Field | Description |
---|---|
Get Value from Table | Indicates the table of origin. The options are Sales Header, Sales Line, Construction Header, Purchase Header, Purchase Line, Service Item, Service Header. |
Get Value from Table ID | Automatically populated with the number of the table selected in the Get Value from Table field. |
Get Value from Field ID | Indicates the field from which data from the selected table is to be transferred. |
Get Value from Field | Automatically populated with the name of the field selected in the Get Value from Field ID field. |
Note
The Formula Function field cannot be populated if any of the Get Value from … fields are populated. In addition, if the Formula Function field is populated, a table cannot be selected in the Get Value from Table field.
When the document checklist is opened, the values of the origin fields will be transferred into the Input field on the checklist line. The Always Overwrite and Value of Function is Default fields should thereby also be used in the Checklist Template line(s). Additionally, the Free Text field should be used for any expected text values that should not be interpreted by the system.
Example
In the following video, a checklist template is set up to transfer the following information to the checklist:
- Sales document type = order
- Sales order number
- Customer name
- Item number
- Quantity
- Shipment date
This checklist template was assigned to item 100 and a sales order was created for 5 units of the item to customer 10000, The Cannon Group with shipment date of August 4.
When the checklist is opened from the sales order, the specified fields are populated with information from the linked sales header and line.
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