SuiteApp Version: eXtendMobile 1.11 and above
Mobile App Version: eXtendMobile 1.11 and above
Audience: eXtendMobile Admin

Overview

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

Details of Item Fields in Different Transform Cases

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

Opportunity to Quote and Quote to Sales Order

For both these scenarios, use the standard item field with the internal ID as {item}.

Sales Order to Item Fulfillment

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 field as read-only.

Transfer Order to Item Fulfillment

Similar to the Sales Order to Item Fulfillment scenario, use the Item Name {Item Name} field on the form and keep it read-only.

Purchase Order to Item Receipt and Transfer Order to Item Receipt

These cases are similar to the item fulfillment scenarios. There are two item fields:

  • Item {item}
  • Item Name {Item Name}

Use the item name field on the forms while keeping it in a read-only mode.

Additional Information

  • Always ensure that the correct item field is used based on the specific transform scenario to avoid displaying internal IDs instead of item names.
  • Keep item fields read-only in scenarios where items are not editable, such as in item fulfillment and item receipt records.