How to have Stock Item details appear on a Sales Order Line?

​@kkraus  It may be helpful to implement a customization that retrieves data from the inventory table and displays it within the sales order line details

Is there one available or would this need to be built from the ground up.

That might depend on what you’re hoping to see. This is a common request I receive, but everyone wants to see something different.

I really just trying to expose attributes of certain items to the lines. That way we can tag parts with certain information that would become visible to the user when creating Sales Orders.

​@kkraus This is AI generated answer hope it’s useful

Option 1: Use Attributes (No Customization Needed)

If the information you want is stored as Item Attributes (like “Color”, “Size”, “Grade”, etc.):

1. Go to Inventory → Preferences → Attributes.

2. Create attributes for the fields you want (e.g., Brand, Model, Warranty).

3. Link them to the Stock Items (IN202500).

4. In Sales Orders → Preferences → Order Types, check “Copy Notes and Attachments”.

5. Then, in the Sales Order line, use Attribute Columns or Custom Column to display those values.

✅ This is ideal if you only need to show details like specifications or notes.

⚙️ Option 2: Add a Custom Field via Customization Project

If you need a specific field from the Stock Item (for example, Manufacturer, Item Type, or a custom field) to appear automatically on the Sales Order line:

Steps:

1. Open Customization Projects (SM204505).

2. Create or open your customization project.

3. Add a new field to SOLine DAC (e.g., UsrManufacturer).

4. Then, in the Sales Order Entry screen (SO301000), add a new column bound to this field.

5. In the RowSelected or FieldUpdated event of InventoryID, copy the value from the InventoryItem table.

Example code snippet (in C#):

protected void SOLine_InventoryID_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) { SOLine line = (SOLine)e.Row; if (line == null) return; InventoryItem item = PXSelectorAttribute.Select<SOLine.inventoryID>(cache, line) as InventoryItem; if (item != null) { line.SetValueExt<SOLineExt.usrManufacturer>(item.GetExtension<InventoryItemExt>().UsrManufacturer); } }

✅ Now, whenever you select a Stock Item, the field from the Stock Item record automatically fills in on the Sales Order line.

🧠 Option 3: Display Only (Not Store)

If you only want to show Stock Item info (not store it), you can add a non-persisted field with a formula:

1. Add a calculated field on the Sales Order line that references the Stock Item field.

2. For example, set the field’s formula as:

   = ParentItem.ManufacturerID

   (using a PXFormula that fetches from InventoryItem)

Hi ​@kkraus were you able to find a solution? Thank you!