Sunday, September 16, 2018

Display the VAT Registration No. of Partner Record in Transaction Form

To show the VAT Registration No. of a Partner record on transaction form (e.g. Sales Order), perform the following steps:

     1. Navigate to Customization > Lists, Records, & Fields  > Transaction Body Fields > New.
     2. Provide Label.
     3. Set Type to Free-Form Text.
     4. Uncheck Store Value.
     5. In the Applies To tab, check Sale.
     6. In the Display tab, set the following:

·        Subtab: Main

·        Display Type: Inline Text

     7. In the Sourcing & Filtering tab, set the following:

·        Source List: Partner

·        Source From: Tax Reg. Number

      8. Click Save.



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