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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.

Hi @rwhetsell77 

This would need to be a customization to default to a longer period. The out of the box is 3 months. 

Hi @rwhetsell77 
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
    1. On Container, select sitestatusfilter: 1 (Inventory Lookup -> Selected Mode)
    2. Select the checkbox for Field Name HistoryDate
    3. 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 

@Anacarina Calvo That’s fantastic! Published, working as expected. Thank you soooo much!

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