Display Estimate Title Field in Sales Orders

To have the Sales Order show the Estimate Title field, follow steps below:

1. Navigate to Setup > Customization > Transaction Body Fields > New.

2. Enter a Label.

3. Type = Free Form Text.

4. Uncheck Store Value.

5. Applies To tab: mark Sale.

6. Display tab > Subtab  = Main.

7. Sourcing and Filtering tab:

• Source List = Created From
• Source From = Title.

8. Save.

Results:  Sales Orders created from an Estimate will show the Estimate Title.