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Pushing information from records onto transactions

Recently, I’ve had a few requests to push information from fields on the customer record to the main body of a transaction.  For example, you may have the comments field on the customer record that you’d like to appear when a customer’s name is input on the sales order:

 

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Let’s go through this!

Navigate to: Customization   >   Lists, Records & Fields   >   Transaction Body Field   >   New

 

  • Enter a label and ID. Make sure that your ID begins with an underscore.
  • Ensure that ‘store value’ is not checked and select type ‘text area’.
  • Apply this field to ‘Sale’.

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On the ‘Sourcing & Filtering’ tab, select ‘Customer’ from the source list and ‘Comments’ from the Source From list.

 

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On the ‘Display’ tab, select ‘Main’ for the field to appear in the main section of the sales transaction and click the ‘save’ button. Now, when a customer name is entered on a sales transaction, the customer’s comments also appear! You can customise the form to move the comments box to wherever you’d like it to be placed.

 

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