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.
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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
+16Hi
This would need to be a customization to default to a longer period. The out of the box is 3 months.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
+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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