We are trying to add some new fields, for various processes.
Some fields should be text fields for which we can manually update the information. However, for some processes we should be able to recover information available in the system for these new fields. How can this logic be performed?
An example would be a new field in sales area. We would need to include a field at sales order header level in which we could select an existing project.
Another example would be the following: When automatically creating a purchase requisition from a sales order, the number of the sales order is shown on the purchase requisition, but for analytics reasons, the customer should be shown too. How could we include the customer field in the purchase requisition, and purchase order, and automatically update this field when procurement is triggered directly from the sales order? Should this be performed via SCP?
Thank you in advance.