Tuesday, March 12, 2019

Add the Source Column in the Bill Sales Order Page

The standard Source field is the field on the Sales Order that indicates where it originated from. The values of this field could either be Web, Customer Center or CSV.  

When navigating to Transactions > Sales > Bill Sales Orders > Orders sublist> and clicking on the Customize button, Source field is not available under Additional Columns subtab.

To display the Source field in the sublist, users can create a custom field that references this field:

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Enter a Label.
3. Set Type to Free-Form Text.
4. Store Value checkbox is unchecked.
5. Under Applies To subtab, check the Sale checkbox.
6. Under Display subtab, choose the display options of the field. If you do not want this to appear on the forms you can choose its proper Display Type.
7. Under Validation & Defaulting subtab, insert {source} in the Default Value field and check the Formula checkbox.
8. Click Save.

To add the created field on the sublist:
1. Navigate to Transactions > Sales > Bill Sales Orders > Orders sublist.
2. Click the Customize button.
3. Under Additional Columns subtab, select the custom field created above.
4. Click Save.

To sort the transactions by Source, click the column title corresponding to the custom field in the sublist.

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