Source Custom Field From Customer Record to Sales Order and Invoice record

  • Create Custom Entity Field
  • Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
  • Label: Enter Label
  • Example: Shipping Notes
  • ID: Enter _shippingnotesCU
  • Type: Select Text Area
  • Store Value: Enter Checkmark
  • Click Applies To 
  • Customer: Enter Checkmark
  • Click Save
  •  
  • Create Custom Transaction Body Field
  • Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
  • Label: Enter Label
  • Example: Shipping Notes
  • ID: Enter _shippingnotesSO
  • Type: Select Text Area
  • Store Value: Remove Checkmark
  • Click Applies To 
  • Sale: Enter Checkmark
  • Click Sourcing & Filtering 
  • Source List: Select Customer
  • Source From: Select Shipping Notes
  • Click Save
  •  Customise invoice and Sales Order Form to show the fields.

 

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