Saturday, June 8, 2019

Source 3rd Party Billing Account Information from Customer Record

Users want to display the 3rd Party Billing information on transaction forms (quotes, sales orders, invoices, etc).

To source the 3rd Party Billing Account Number:

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

2.    Type = Free Form Text

3.    Store Value = False

4.    Applies To = Sale

5.    Under Validation & Defaulting tab:

Default Value = {thirdpartyacct}

Formula = True

6.    Click on Save.

To source the 3rd Party Billing Carrier, set the Default Value to {thirdpartycarrier} using the steps above.

The 3rd Party Billing Zip and 3rd Party Billing Country cannot be sourced and an enhancement request is logged under Issue 111088.


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