2022

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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.


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