2022
Issue:
Case-00067429 (K&R Plastics)
Topic-Workflow for the products adding default price list.
Solution:
First we have to go to the settings and click on Processes.
Then in 'My processes', click on New and create a process name-Products and add default price List.
Here we need to click on checkbox [.] Run this workflow in the background and checkbox [.] As an on-demand process.
When:Checkbox[.] Records fields change, click on select button and then click select default price list.
Click on Add Step>> name it- Check if it has default price list.
Then, select Insert step>> Click on checkbox[.]After step.
Then give the condition:
IF:Product:Default Price List does not contain data, then:
Update Default Price List
Update:Product
Then click on Set Properties. Then, a new window will open:
Select the Unit group>>Default unit and, Default unit>>Primary unit respectively. Then Scroll down.
Add the values for the fields Current cost,list Price and Standard cost as Current cost.
Select Form assistant>>Dynamic values
Operator>>Set To
Look For>>Product
>>Current Cost
Default Value-$
Similarly for product type:
Form assistant>>Dynamic values
Operator>>SetTo
Look For>>Product
>>ProductType
Save it.The workflow will run in the background.