Overview

The Order Description feature lets you customize the description on sales order line items and flow that description to purchase order line items. This helps you share relevant details with the purchase order vendor.

For example, you may want to send the inbound shipment date and blank vendor information to a decorator purchase order. The decorator can then see which items to expect, when to expect them, and which blank vendors are sending the items.

The order description is recorded on the Setup line item on the sales order and flows to the Setup line item on the purchase order.

Prerequisites

Before you configure the order description, review the following requirements:

• The sales order must have an eXtendOrders V2V Decorator specified.
  
• The order must not be fulfilled or closed.
  

Configuration

To configure the order description:

1. Go to eXtendTech → eXtendOrders → Order Description Setup.
   

   The recommended initial configuration is shown below:
   

   
   

2. In the Description Config field, enter the template that you want to use for the order description.
   

   You can use the following field references in the Description Config template:
   

   1. {{item.fieldId}} corresponds to blank item fields.
      
   2. {{line.fieldId}} corresponds to line item fields on blank items.
      
   3. {{po.fieldId}} corresponds to purchase order fields on blank items.
      
   4. {{oic.fieldId}} corresponds to Order Imprint Configuration fields on the Decoration Cluster.
      
   5. {{modal.fieldId}} corresponds to modal fields.
      

   Available modal field IDs: itemName, vendorId, vendorName, quantity, description, cost, price, color, gp
   

   Note: Data entered before <> prints once. Data entered between <> and <> prints for each blank item.
   

   If you want to use a different field value when a field is empty, use this format:
   

   <<{{fieldA}}::{{fieldB}}>>
   

   In this format, the value of fieldB is used when fieldA is empty.
   

   Example order description template:
   

   On {{po.custbody_extend_v2vshipdate}} {{line.povendor}} will ship PO# {{po.tranid}} containing:
   

   <> Qty: {{line.quantity}} of {{item.displayname}} {{item.custitem_extend_itemsizes_text}} {{item.custitem_extend_itemcolors_text}}<>
   

3. In the Disable Order Description field, choose whether to turn off the order description feature.
   

   If this field is checked, eXtendOrders no longer writes the description to the defined sales order and purchase order line fields.
   

4. In the Sales Order Description Field field, enter the line item field ID where the order description should be stored on the sales order.
   

5. In the Purchase Order Description Field field, enter the line item field ID where the order description should be stored on the purchase order.
   

6. In the Description Length field, enter the maximum character length allowed for the sales order and purchase order description fields.
   

   This helps prevent field limit exceeded errors when a template creates a long description on large orders.
   

Frequently Asked Questions (FAQs)