1. Navigate to
Customization > Lists, Records, & Fields > Entity Fields > New.
2. Enter the name of the field on
Label = Ex. Remaining Credit Limit
3. Set the
Type = Currency
4. Set
Store Value = F (not checked)
5. Under
Applies To tab:
Customer = T
6. Under
Display tab, select Financial from the
Subtab dropdown list
7. Under
Validation & Defaulting tab, check
Formula box then set this formula as
Default Value: ({creditlimit} - {balance})
8. Click
Save or
Save & Apply to Forms
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