Pull-In Fields on Order Lines

Users can view fields from the associated product, product information, and inventory monitoring line records on order lines when placing an order. This can include stock levels, historic sales data, product presence, or other helpful information. For example, if a pharmacy wants to place an order for Cholecap 10mg, users can view the YTD sales of Cholecap 10mg for the pharmacy directly on the order line.

Who can use this feature?

  • Browser, iPad, Windows Users
  • Users do not require an additional license
  • End Users, Order Admins

Configuring Pull-In Fields on Order Lines for

To configure this feature:

  1. Ensure Configuring Order Management is complete.
  2. Provide the following permissions to enable Custom Information on Order Lines:

    Object

    Object Permissions

    Object Types

    Fields

    Field Permissions

    order_line__v

    CRED

    All

    Any custom fields

    Read

    product__v

    R

    n/a

    Any custom fields

    Read

    product_information__v

    R

    All

    • account__v
    • product__v
    • Any custom fields

    Read

  3. Grant view permission to the product_information_v tab.
  4. Enable the product_information__v VMOC for the appropriate mobile devices.

Creating Pull-In Fields on Order Lines as

Fields from the following objects can be displayed as pull-in fields on order lines when placing an order:

  • Product
  • Product Information
  • Inventory Monitoring Line

Source Object Name

Source Object Prefix

Source Record

product__v

zvod_pc

The product record of the order line.

product_information__v

zvod_pi

The product information record of the product of the order line and the account of the order.

The following field types are supported:

  • Text - Maximum length must be the same as the source field
  • Number - Minimum value, Maximum value, and Decimal places attribute must be the same as the source field
  • Date
  • DateTime
  • Yes/No
  • Picklist - Single and Multi-select Picklists are supported. Picklist Value Names must be the same as the source field
  • Object
  • Currency

To create a pull-in field on order line:

  1. Navigate to the Order Line object.
  2. Select the Fields tab.
  3. Select Create.
  4. Select the Field Type. The field type must be the same as the field type of the field on the corresponding product, product information, or inventory monitoring line object.
  5. Enter a Label for the field. The label is not considered in the custom information logic.
  6. Enter a Name for the field according to the naming guidelines:

    [Object Prefix of Source Object]_[API Name of Source Field]__c

  7. Enter field attributes according to the attributes of the source field.
  8. Select Save.

For example, a field named zvod_pi_ytd_sales__c displays the ytd_sales__c field value from the product_information__v object for the product on the order line and the account on the order directly on the order line.

A custom pull-in field can be created for a standard source field. The __c and __v field API name suffixes are ignored when comparing field names for pull-in fields.

Using Pull-In Fields on Order Lines as

When viewing order lines, custom information from product and product information records are displayed as pull-in fields. The user cannot edit the values of the fields. The values are saved when the order is saved and are not updated based on the value of the source field once the order is saved.