Transaction Body Fields
You can source from an Entity, a Ship To, or a Sales Rep field.
Source From Entity
The type of entity used to source from depends on the type of transactions you apply your field to. Values in a purchase transaction are sourced from vendor records. Values in a sales transaction are sourced from customer records, and values in an expense report are sourced from employee records.
In the List/Record field, you must select the Employee list for sourcing to work properly.
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 in the Source From field, information is sourced from the customer record selected in the Ship To field of purchase transactions.
In the List/Record field, you must select the Employee list for sourcing to work properly.
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 in the Source From field, information is sourced from the employee record selected in the Sales Rep field of customer records.
In the List/Record field, you must select the Employee list for sourcing to work properly.
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 |