Monday, October 15, 2018

Add the Invoice Number in the Item Receipt

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

2. Set Label field to e.g. Invoice #.

3. Set Type field with Free-Form Text.

4. Uncheck the Store Value field.

5. Click the Applies To  tab > Mark Item receipt.

6. In the Display tab > Set Main on Subtab field.

7. Click the Validation and Defaulting tab > Set Default Value to {appliedtotransaction.number}.

8. Mark Formula checkbox.

9. Click the Save button.

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