Print Customer Name/ID as a separate element from Bill To on transaction forms

1. Navigate to Customization > Lists, Records & Fields > Transaction Body Fields > New

2. Enter the Label, set Type as Free-Form Text and Store Value as False/Uncheck
3. Under Applies To tab select Print on Standard Forms
4. Under Sourcing & Filtering, select Entity as Source List and Name/ID as Source From
5. Click Save
6. Navigate to Customization > Forms > Transaction Forms > Edit preferred custom sales order form
7. Under Screenfields tab > Custom subtab, make sure that the custom body field is hidden from the form
8. Under Printing Fields tab > Body subtab, make sure that the custom body field Print/Email checkbox is set to True/Check
9. Click Save

Note: The Printing Fields subtab is only visible when using a Basic layout on the Transaction form.