Tuesday, July 9, 2019

Source Sales order number on Invoice record which will only show the digits on the field

To populate a custom field with the originating Sales Order number of the Invoice record, you may follow the steps below:

1. Navigate to Customization > List, Records & FieldsTransaction Body Fields > New.
2. Provide a Label
3. Type field select Free-Form Text. 
4. Unmark the Store Value checkbox. 
5. Under the Applies To tab mark Sale. 
6. Under the Display tab > Subtab select Main. 
7. Under Validation and Defaulting tab > Default Value. Enter {createdfrom.number}.
8. Click Save.

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