Customizing the product line item in inventory modules

Customizing product line item is available only for Enterprise and Ultimate editions.

Note

1. The product line item can have a maximum of 10 fields.
   
2. A maximum of 10 aggregate fields can be added to a layout.
   
3. In addition to the product line item subform you can also create a custom subform to include more details about product, orders etc. You can add upto 200 rows including both subforms. That is, you can split the 200 rows between the two subforms. 

To customize the product line item

1. Go to Setup > Customization > Modules and fields.
   
2. Select an Inventory module (Quotes, Orders or Invoices) and click on the layout.
   
3. In the layout editor, scroll down to Quoted Items, Purchase Items, Ordered Items or Invoiced Items, depending on the module you have selected.
   
4. Click Add Field and select fields from the New Field tab.
   
5. Click Fields of Lookup module to select fields from the Products module.
   
   
6. Rename the field names if required.
   
7. Click + Add Aggregate field and select fields from the Aggregate, Formula and New Fields tabs.
   
8. From the New Fields tab you can add a number, currency or decimal field.
   
9. Click Done.
   
10. Click the More icon in a field to Edit properties, Mark a field required, Set field permission or remove the field.
     

Notes: The Product name field and the Vendor name field can be customized as unique fields  to prevent duplicate entries.

You cannot remove the Product name field. It is a system defined field in all the Inventory modules.