I realize that the “Sold Since” date defaults to three months from the current date:
Is there a way to default this to a different amount of time? A client may want to go back further, say six months, and not have to change this date every time.
Answer
Can the "Sold Since" date in the "Add Items" window be defaulted for a different amount of time?
Best answer by Anacarina Calvo
Hi
To default the Sold Since date do as follows:
- Create a Customization Project
- Under Screens, use action of Customize Existing Screen and select Sales Orders (SO.30.10.00)
- Expand the added screen and go to Fields
- Use action of Add New Record
- On Container, select sitestatusfilter: 1 (Inventory Lookup -> Selected Mode)
- Select the checkbox for Field Name HistoryDate
- Use action of Add and Close
- To default the date use formula =DateAdd( date, interval, number ), for example =DateAdd( Today(), 'd', -30)
- Publish the customization
Regards, Robert Whetsell
+17Hi
This would need to be a customization to default to a longer period. The out of the box is 3 months.
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+4Hi
To default the Sold Since date do as follows:
- Create a Customization Project
- Under Screens, use action of Customize Existing Screen and select Sales Orders (SO.30.10.00)
- Expand the added screen and go to Fields
- Use action of Add New Record
- On Container, select sitestatusfilter: 1 (Inventory Lookup -> Selected Mode)
- Select the checkbox for Field Name HistoryDate
- Use action of Add and Close
- To default the date use formula =DateAdd( date, interval, number ), for example =DateAdd( Today(), 'd', -30)
- Publish the customization
Regards, Robert Whetsell
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