Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderLines/Pull_InFields.htm

## 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?**

* End Users - iPad, Windows (Browser coming soon)
* [Using Pull-In Fields on Order Lines](#Using)
* Order Admins - Browser
* [Creating Pull-In Fields on Order Lines](#Creating)
* Users do not require an additional license

### Configuring Pull-In Fields on Order Lines for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

To configure this feature:

1. Ensure [Configuring Order Management](../../OM_Config.htm) 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 | Edit |
   | 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

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Order Admins](#)

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

* Product
* Product Information

| 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

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

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.