Transaction Line Fields
You can source from Item or Customer fields.
Source From Item
To source correctly, select the Vendor in the List/Record field.
Field |
Type |
---|---|
Name |
Free-Form Text |
Display Name |
Free-Form Text |
Vendor Name |
Free-Form Text |
Online Name |
Free-Form Text |
Available Online |
Check Box |
Base Price |
Currency |
Cost |
Currency |
Preferred Vendor |
List/Record |
On Hand |
Decimal Number |
Source From Customer
When you select Customer, information is sourced from the customer record selected in the Customer:Project 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 |
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 |