The AI answer suggests it's not possible but: is t...
# general
j
The AI answer suggests it's not possible but: is there a native, non-code way to get expected dates on POs to flow to line items on SOs for customer ETA information? We ship partial with sometimes long lead times and customer's calling CS to ask where stuff is eats a lot of time
a
here is what other AI has kicked out 1. Custom Field + Workflow (Best Low-Code Approach) Goal: Show expected PO receipt date next to SO line item (ETA). How: 1. Create a custom transaction line field on the Sales Order called “Expected PO Receipt Date” (Type: Date). 2. Create a Saved Search on Purchase Orders with columns: ◦ SO Number (via linked field) ◦ Item ◦ Expected Receipt Date 3. Use a workflow or Map/Reduce script (if needed) to: ◦ Match PO line items to SO line items (by item and SO reference). ◦ Copy the earliest expected receipt date to the SO line custom field.
🔁 You can make this update periodically (e.g., daily) with a scheduled workflow or scheduled scrip
j
thanks!
b
I use a series of fields on the item record for next PO arrival date and qty etc. The fields are search driven and a workflow moves the data from the non-stored fields to reportable fields. Then I use reporting to merge transaction backorders with the fields the workflow populates on the item record.
🙌 2