SuiteApp Version: 1.11 and above
Mobile App Version: 1.11 and above
Audience: Administrator, User

Overview

This article provides information on the correct usage of item fields when creating transform functions in different scenarios. Understanding these guidelines will help avoid issues such as item fields displaying the internal ID instead of the item name.

Use Case

  • The correct item fields should be used in various transform cases to ensure that the item name is displayed correctly instead of its internal ID.

Details of Item Fields in Different Transform Cases

Here are some scenarios for the correct item fields to use in different transforms:

  1. Opportunity to Quote: Use the standard item field with the internal ID as {item}.
  2. Quote to Sales Order: Use the standard item field with the internal ID as {item}.
  3. Sales Order to Item Fulfillment: In this scenario, the item fulfillment record has two item fields - Item {item} & Item Name {Item Name}. It is recommended to use the item name field on the form. As the items are uneditable on the item fulfillment record, it is suggested to keep the item field as read-only
  4. Transfer Order to Item Fulfillment: In this scenario, the item fulfillment record has two item fields - Item {item} & Item Name {Item Name}. It is recommended to use the item name field on the form. As the items are uneditable on the item fulfillment record, it is suggested to keep the item field as read-only.
  5. Purchase Order to Item Receipt: This case is similar to the previous item fulfillment case. Here, there are also two item fields - Item {item} & Item Name {Item Name}. It is advisable to use the item name field on the forms while keeping it in a read-only mode.
  6. Transfer Order to Item Receipt: This case is similar to the previous item fulfillment case. Here, there are also two item fields - Item {item} & Item Name {Item Name}. It is advisable to use the item name field on the forms while keeping it in a read-only mode.