A. Create a Saved Search
1. Navigate to Lists > Search > Saved Searches > New
2. Select Transactions
3. Search Title = Enter Search Title (i.e. Shipping Carrier – SO)
4. Criteria:
* Main Line = T
* Type = Sales Order
5. Results:
* Shipping Carrier | Summary Type = Minimum
* Show Total Check Box = T
6. Available Filters = Internal Id
7. Click Save & Run.
B. Create a Custom Transaction Body Field
1. Navigate Customization > Lists, Records & Fields > Transaction Body Field > New
2. Enter Label (i.e. Shipping Carrier Copy) and ID (i.e. _shipcarrier) > Generated Internal ID will be ‘custbody_shipcarrier’
3. Type = Free-Form Text
4. Store Value = F
5. Applies to > Sale = T
6. Display > Subtab = Shipping | Display Type = Hidden
7. Validation & Defaulting > Search = Select the search created above
8. Click Save.