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.

Note:

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

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.

Note:

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

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.

Note:

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

Email Address

City

Free-Form Text

Country

Free-Form Text

Supervisor

List/Record

Soc. Sec. #

Free-Form Text

Related Topics

General Notices