[billyboyo]

My predecessor created a bunch of "hardcoded" workflow logic that sets a Freight Code (for EDI) that is essentially keyed off the Shipping Method assigned to a Sales Order.

I'm thinking it would make more sense to add the Freight Code as a custom field on the Shipping Item but I'm not seeing any documentation on adding custom fields to Shipping Items.

Assuming that is possible, I'd want to be able to populate a custom Freight Code field on the Sales Order when the Shipping Method is entered / edited.

Presumably I could do that in a workflow.

Any hints? Anyone done anything similar"
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[robert.paulson]

Hi billyboyo,

Via workflow you may try the following:

1) Record type: Transaction

2) Sub type: Sales order

3) One workflow state for each shipping items you have (see attached)

4) In the transition "Check Shipping Method" to "Freight Code 1",

1) Set a condition using the Ship Via field to the expected shipping item i.e. Ship Via = UPS

2) In your "Freight Code 1" state, create an action of type "Set Field value"

3) In the Field parameter, select your custom field

4) In the value parameter, set your custom field to the value you want

5) Repeat step 4 for each workflow state you've created

Hope this helps

Attached Files

[billyboyo]

Robert – thanks for the response

Guess I confused things by mentioning the "old workflows"

If I go to Customization | Lists, Records & Fields | Item Fields | New, I can add a custom field to the Item Master.

I'm looking for a process like that to add a custom field to a Shipping Item (I'm assuming Shipping Items are basically a fancy Custom Record Type) called Freight Code.

Then I would like to (most likely in a workflow) populate the Freight Code on a sales order with the Shipping Item.Freight Code based on the Shipping Method assigned to the Sales Order.

If a custom field is not possible, could I create a custom record type that was a child of the Shipping Item (if so, how?) and would it be accessibly in a Sales Order Workflow?

Hope that makes more sense.

[carl.billings]

You cant add custom fields to shipping items. it sucks…

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