I need to set a PO created from a blanket PO to ap...
# suiteflow
r
I need to set a PO created from a blanket PO to approved and carry several other values through to the PO. Does anyone have a solution, that does not require scripting? A workflow does not work because the created from lives at the line instead of the header on the PO. I can get the workflow to kick off, but I can't say set field X = createdfrom:fieldX because it does not see a created from at the header. It is driving me insane! Cross posted to Inventory
a
Yea this is doable via a workflow. It requires a few hacks but can work
First step is to make a summary saved search that will display the internal ID of the blanket PO Then make 2 transaction header fields on your PO 1. Free text field - label = related blanket PO Internal ID (hidden). Make this field store value = F and use your summary saved search as its source value 2. then make a list record field (list type: transaction) and use a formula to set the value of this field from your related blanket po (hidden) field
Then run a scheduled WF that will update your POs made from a blanket PO to assign this list record field and you can do a join to any blanket po field
r
Thanks for this. Very helpful!