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I need to add information to items stating that the material needs material certification. Could someone assist by providing how this is accomplished?
BR,
Jamie
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Hi,
I need to add information to items stating that the material needs material certification. Could someone assist by providing how this is accomplished?
BR,
Jamie
1. First, make sure you have 365 admin role, you will need this to add new fields.
2. Go to Setting --> Customizations --> Customize the System
3. Click drop down arrow on Entities, select the entity your organization uses to store product data (note that purchase order product is just purchase order detail that stores data such as line number, quantity ordered, product ordered, etc. for the purchase order, normally people use product entity to store product information unless your organization created a customized entity for this).
4. Click Fields, New, and create a new field, you can name it "certification required" and choose data type boolean, default to "No".
5. Add the field to product form, views, reports as needed.
Below is Microsoft documentation that can help you through this process.
Hi Tyler, thank you for the response. It is a purchased item where the description field is used solely for the product description. Complete novice here, how do I create a Boolean field?
What entity are you using for material? If you are using Product entity, you can either use description field or add a new Boolean field to flag items that needs material certification, you will also need to add this new field to all needed forms and reports.
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