Transaction Body Fields
You can source from Entity, Ship To, or Sales Rep fields.
Source From Entity
The type of entity used to source from depends on the type of transactions you apply your field to. Purchase transactions source values from vendor records. Sales transactions source values from customer records, and expense reports source from employee records.
To source correctly, select the Employee list in the List/Record field.
Field |
Type |
Sales Transactions |
Purchase Transactions |
Expense Reports |
---|---|---|---|---|
Name |
Free-Form Text |
× |
× |
× |
Bill To |
Text Area |
× |
× |
× |
Ship To |
Text Area |
× |
× |
— |
Phone |
Phone Number |
× |
× |
× |
Fax |
Phone Number |
× |
× |
— |
|
Email Address |
× |
× |
× |
City |
Free-Form Text |
× |
× |
× |
State |
Free-Form Text |
× |
× |
× |
Zip |
Free-Form Text |
× |
× |
× |
Country |
Free-Form Text |
× |
× |
× |
Sales Rep |
List/Record |
× |
— |
— |
Expected Close Date |
Date |
× |
— |
— |
Renewal Date |
Date |
× |
— |
— |
Contact |
Free-Form Text |
× |
× |
— |
Alt. Contact |
Free-Form Text |
× |
× |
— |
Alt. Phone |
Phone Number |
× |
× |
— |
Balance |
Currency |
× |
× |
— |
Credit Limit |
Currency |
× |
× |
— |
Account |
Free-Form Text |
× |
× |
— |
1099 Eligible |
Check Box |
— |
× |
— |
Tax ID |
Free-Form Text |
— |
× |
— |
Legal Name |
Free-Form Text |
— |
× |
— |
Supervisor |
List/Record |
— |
— |
× |
Soc. Sec. # |
Free-Form Text |
— |
— |
× |
Source From Ship To
When you select Ship To, information is sourced from the customer record selected in the Ship To field of purchase transactions.
To source correctly, select the Employee list in the List/Record field.
Field |
Type |
---|---|
Name |
Free-Form Text |
Bill To |
Text Area |
Ship To |
Text Area |
Phone |
Phone Number |
Fax |
Phone Number |
|
Email Address |
City |
Free-Form Text |
State |
Free-Form Text |
Zip |
Free-Form Text |
Country |
Free-Form Text |
Sales Rep |
List/Record |
Expected Close Date |
Date |
Renewal Date |
Date |
Contact |
Free-Form Text |
Alt. Contact |
Free-Form Text |
Alt. Phone |
Phone Number |
Balance |
Currency |
Credit Limit |
Currency |
Source From Sales Rep
When you select Sales Rep, information is sourced from the employee record selected in the Sales Rep field of customer records.
To source correctly, select the Employee list in the List/Record field.
Field |
Type |
---|---|
Name |
Free-Form Text |
Bill To |
Text Area |
Phone |
Phone Number |
|
Email Address |
City |
Free-Form Text |
Country |
Free-Form Text |
Supervisor |
List/Record |
Soc. Sec. # |
Free-Form Text |