Default Sales Order Request Date field to two weeks after document date based on conditions

  • 12 July 2023
  • 1 reply

Userlevel 1

Hello, team - I’m trying to create a customization for one of our branches.  They would like all new Sales Orders of Type = “QT” to have the Requested On date be the OrderDate + 14.  This would only be relevant to Branch 05 in our system. 


I’ve attempted to put a formula in the Requested Date Default field.  I’m aware that this doesn’t identify any branch conditions, but figured I’d give it a try anyway.

=[OrderDate]+IIf( [OrderType]='QT', 14, 0)

However, this only resulted in an error, so my guess is that it’s the wrong way of going about it.  Any thoughts?  Thanks!


Best answer by dcomerford 12 July 2023, 22:16

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Userlevel 7
Badge +12

You will need a development resource to do this for you. It is a fairly straight forward customisation but it will need some code/


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