Friday, March 22, 2019

Create a Custom Transaction Line Field on Transaction Form that Sources the UPC Code of an Item

Just like other information from the item record, UPC Code is not visible on invoices, sales orders, etc.  Users can create a custom Transaction Line field that will source the value of UPC Code from the item record.


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

2.  Enter a value for Label.  E.g. UPC Code.

3.  Set Type as Free-Form Text.

4.  Put a checkmark for Store Value.

5.  Under the Applies To tab, put a checkmark for Sale Item or whichever is applicable.

6.  On the Display tab, set the Display Type to Disabled (optional).

7.  Under Sourcing & Filtering, select Item for Source List and UPC Code for Source From fields.

8.  Click Save.

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