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Access Inventory Attributes to Report According to Sales Order Status

  • March 2, 2023
  • 4 replies
  • 134 views

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Hi, we have customized the SO641010 (Sales Order) report. We are accessing attributes from the Stock Items Screen according to the inventory item in the sales order line. There is a new requirement, that if a Sales Order is in open or closed state then these Attribute Values can't change (should be the previously set value) if that particular Stock Item's attributes are changed to a new value. How can this requirement be satisfied?

The join used is attached below.

Best answer by lauraj46

Hi @TharidhiP ,

Yes, if you create a customization to create and populate a user defined field on SOLine.  You would need to copy the attribute value from the stock item to the sales order line.  Then your reports could use the value that is saved on SOLine.

Laura 

4 replies

lauraj46
Captain II
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  • Captain II
  • March 2, 2023

Hi @TharidhiP ,

The stock item attributes are saved with the stock item, not the sales order line.  I think to meet this requirement you would need to create a user defined field on the SOOrderLine table and a customization to copy the stock item attribute from the stock item when the line is created.

Hope this helps!

Laura


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  • Author
  • Pro III
  • March 3, 2023

Thanks @lauraj46 for the suggestion, will this ensure that the previous value is picked and not the current value given to the Attribute in the Stock Item screen? The customer wants to retrieve the old value they use in the attribute.


lauraj46
Captain II
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  • Captain II
  • Answer
  • March 3, 2023

Hi @TharidhiP ,

Yes, if you create a customization to create and populate a user defined field on SOLine.  You would need to copy the attribute value from the stock item to the sales order line.  Then your reports could use the value that is saved on SOLine.

Laura 


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  • Author
  • Pro III
  • March 8, 2023

Hi @lauraj46,

Thank you for the clarification!