Show Custom Special Instruction on Sales Order from Customer Record

Scenario

Currently there is no Special Instruction field on the Sales Order record that automatically pulls the value from the Customer record. Some companies need this field to efficiently see the additional instructions associated to the Customer. In order to achieve this, a Custom Entity Field and Custom Transaction Body Field needs to be created.

Solution

1. Create Custom Entity Field
   1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
   2. Label: Enter Label
      Example: Customer Special Instructions
   3. Store Value: Enter Checkmark
   4. Type: Select Free-Form Text
   5. Applies To:
      • Customer: Enter Checkmark
   6. Click Display
      • Subtab: Select Main
   7. Click Save
      
2. Create Custom Transaction Body Field
   1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
   2. Label: Enter Label
      Example: Special Instructions
   3. Store Value: Remove Checkmark
   4. Type: Select Free-Form Text
   5. Applies To:
      • Sales: Enter Checkmark
   6. Click Display
      • Subtab: Select Main
   7. Click Sourcing & Filtering
      • Source List: Select Customer
      • Source From: Select Customer Special Instructions
   8. Click Save