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Project2Project2 

Assign a sales order(line item) to a case (Master Detail relationship)

Hi,

 

I need help In assigning a sales order to a case. A case can have one or more sales order assigned (as line items).

 

How can I assign a sales order? The sales order already exists and when assigning I want to add more information, which will be a sales order field.

 

Thanks

kevoharakevohara

You can create a new junction object to the case with a Master Detail relationship to Case, and a lookup reltationship to your Sales Order Line Item.  The additional information can be added in custom fields that you create on the junction object.

Project2Project2

Thanks. That is my Plan A, but had a though- why create a another object/junction when the record (line item) is alreday available. Just assign it to header, and more data to the line when assigned.

kevoharakevohara

Sure, you could do that too, but if your Sales Order Line Item is already in a M/D relationship (to your Sales Invoice I suppose), then it cannot be on the detail side of another master/detail relationship.