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Product Request and Transfer Fields
Product requests, product request line items, product transfers, and shipments have these fields. Some fields aren’t visible or editable depending on your page layout and field-level security settings.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
Product Request
Product requests represent a part or parts ordered. They have the following fields.
| Field Name | Description |
|---|---|
| Account | The account associated with the product request. |
| Case | The case associated with the product request. |
| Currency ISO Code | Three-letter currency code. Available only if the multicurrency feature is enabled. |
| Description | Notes or context about the request. |
| Destination Location | Where the product is delivered. |
| Need By Date | Date the product must be delivered by. |
| Owner | The owner of the product request. |
| Product Request Number | (Read Only) An auto-generated number that identifies the product request. |
| Shipment Type | The type of shipment. The picklist includes the following values, which can be customized:
|
| Ship To Address | The physical address where the product is delivered. For example, the mailing address of the warehouse that is requesting the product. |
| Source Location | Where the product is at the time of the request. |
| Status | The status of the shipment. The picklist includes the following values, which can be customized:
|
| Work Order | The work order associated with the product request. |
| Work Order Line Item | The work order line item associated with the product request. |
Product Request Line Item
Product request line items are subdivisions of a product request. Each line item is associated with a specific product being requested. They have the following fields.
| Field Name | Description |
|---|---|
| Account | The account associated with the product request line item. |
| Case | The case associated with the product request line item. |
| Description | Notes and context about the request. |
| Destination Location | Where the product is delivered. |
| Need By Date | Date the product must be delivered by. |
| Parent | The product request that the line item belongs to. |
| Product | The product being requested. |
| Product Request Line Item Number | (Read Only) An auto-assigned number that identifies the product request line item. |
| Quantity Requested | The amount requested. |
| Quantity Unit Of Measure | Units of the requested product; for example, kilograms or liters. Quantity Unit of Measure picklist values are inherited from the Quantity Unit of Measure field on products. |
| Shipment Type | The type of shipment. The picklist includes the following values, which can be customized:
|
| Ship To Address | The physical address where the product is delivered. |
| Source Location | Where the product is at time of the request. |
| Status | The status of the shipment. The picklist includes the following values, which can be customized:
|
| Work Order | The work order associated with the product request line item. |
| Work Order Line Item | The work order line item associated with the product request line item. |
Product Transfer
Product transfers track the transfer of product items between inventory locations. They have the following fields.
| Field Name | Description |
|---|---|
| Description | Notes or context about the transfer. |
| Destination Location | The location where the product is to be delivered. |
| Expected Pickup Date | Date the product is expected to be picked up. |
| Owner | Owner of the product transfer. |
| Product Name | The product associated with the product transfer. If the product is being transferred from outside your inventory—for example, if it’s being ordered from a manufacturer—enter a product name. Otherwise, we recommend entering a source product item. |
| Product Request | The product request associated with the product transfer. Not all transfers are created in response to a product request. |
| Product Request Line Item | The product request line item associated with the product transfer. Create a separate transfer for each line item on a product request. |
| Quantity Received | Amount of product received at the destination location. |
| Quantity Sent | Amount of product sent from the source location. |
| Quantity Unit Of Measure | The units of the product; for example, kilograms or liters. Quantity Unit of Measure picklist values are inherited from the Quantity Unit of Measure field on products. |
| Received | Indicates that the product was received. To mark a product transfer received, you need permission to update product items. After you mark a product item received, you can’t undo it. To find out what happens when a product transfer is marked received, see Guidelines for Transferring Inventory. |
| Received By | The contact who received the product at the destination location. |
| Return Order | The return order associated with the product transfer. |
| Return Order Line Item | The return order line item associated with the product transfer. |
| Sent | Indicates whether the product transfer was sent. This option is applicable only if the transfer record mode for the serialized product is Send and Receive. |
| Shipment | The shipment related to the product transfer. |
| Shipment Expected Delivery Date | The expected date of delivery, inherited from the related shipment. |
| Shipment Status | The shipment status, inherited from the related shipment. It includes the following values, which can be customized:
|
| Shipment Tracking Number | The shipment tracking number, inherited from the related shipment. |
| Shipment Tracking URL | The shipment tracking URL, inherited from the related shipment. |
| Source Location | The location where the product is coming from. |
| Source Product Item | The product item representing the stock at the source location. Enter a source product item if the product is being transferred from a location within your inventory, such as a warehouse. Specifying a source product item on a product transfer automatically updates the quantity at the source location to reflect the transfer. If the product is being transferred from outside your inventory—for example, if it’s being ordered from a manufacturer—use the Product Name field instead. |
| Status | Status of the product transfer. It includes the following values, which can be customized:
|
Product Transfer State
Product transfer state refers to an action taken to associate a serialized product to a product transfer and indicates the action done to the serialized product. The new state is a result of the action. The product transfer state is created when serialized products are attached to the product transfer. This object has these fields.
| Field Name | Description |
|---|---|
| Action | The action that must be performed on the inventory item. |
| Product Transfer | The transfer for which this inventory transaction was requested. |
| Serialized Product | The serialized product being transferred. |
| Transfer State | The new status for the inventory item. |
Shipment
A shipment tracks a product item while it is in transit. They have the following fields.
| Field Name | Description |
|---|---|
| Actual Delivery Date | Date the product was delivered. |
| Delivered To | The person or entity the product was delivered too. |
| Description | Notes or context about the shipment. |
| Destination Location | The place the product is to be delivered. |
| Expected Delivered Date | Date the product is expected to be delivered. |
| Owner Name | Owner of the shipment. |
| Ship From Address | The place the product is coming from. |
| Shipment Number | (Read Only) An auto-assigned number that identifies the shipment. |
| Shipping Provider | The company or person making the transfer. |
| Ship To Address | The address the product is to be delivered. |
| Source Location | The address the product is shipped from. |
| Status | The status of the shipment. The picklist includes the following values, which can be customized:
|
| Tracking Number | Tracking number for the shipment. |
| Tracking URL | URL of website used for tracking the shipment. |
