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 Agentforce Field Service and Operations 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: Rush Overnight Next Business Day Pick Up
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: Draft: Finalizing the product request details. Submitted: The product request is ready for processing. Received: The department in charge of fulfilling the request is working on it.
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: Rush Overnight Next Business Day Pick Up
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: Draft Submitted Received
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: Shipped Delivered
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: Ready for Pickup Completed

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: Shipped—The product is in transit. Delivered—The product is at the destination location.
Tracking Number	Tracking number for the shipment.
Tracking URL	URL of website used for tracking the shipment.