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

  • July 12, 2023
  • 1 reply
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NickCerri4
Jr Varsity II
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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

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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dcomerford
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  • Captain II
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  • July 12, 2023

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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