Display the Value of Memo Field from a Sales Order to the Work Order

To show the Memo field of the Sales Order on the related Work Order

  1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
  2. Label: Enter Label
  3. Type: Select Free-Form Text
  4. Store Value: Remove Checkmark
  5. Click Applies To 
  • Work Order/Assembly Build: Enter Checkmark
  1. Click Display 
  • Subtab: Select Main
  • Display Type: Select Inline Text
  1. Click Sourcing & Filtering 
  • Source List: Select Created From
  • Source From: Select Memo
  1. Click Save

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