Display Case Number and Status on Transactions

As a solution for sourcing Cases into transactions such as Vendor Authorization or Customer Return Authorization, custom fields must be created. This is required at times specially when the case is to report an Item that needs to be returned.  

Step A : Create a custom transaction body field for Case Number

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Enter a Label.
3. Set Type to List/Record and List/Record to Case.
4. Mark Store Value.
5. Click Applies To tab and select the transaction where this is to display (e.g. Sale – for Return Authorization)
6. Click Display tab > select the Subtab where this will show, set it to Main for it to appear in the body of the form
7. Click Sourcing & Filtering and set the following:
            Filter Using = Company
            Compare Type = equal
            Compare to Field = Customer
Note: This is to filter the case numbers that will appear from the list, for it to only show Case numbers for the customer selected in Return Authorization.
8. Click on Save.

Step B : Create another custom transaction body field for Case Status

1. Navigate to Customization > List, Records, & Fields > Transaction Body Fields > New.
2. Enter a Label.
3. Set Type to Free-form Text.
4. Unmark Store Value.
5. Click Applies To tab and select the same transaction form selected on the first custom field.
6. Click Display tab > select the Subtab where this will show, set it to Main for it to appear in the body of the form.
7. Click Sourcing & Filtering and set the following:
            Source List = select the name of the custom field you created in Step A
            Source From = select Status
8. Click on Save.