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.

Note:

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	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.

Note:

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	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.

Note:

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	Email Address
City	Free-Form Text
Country	Free-Form Text
Supervisor	List/Record
Soc. Sec. #	Free-Form Text

Related Topics

Available Standard Fields and Field Types

Transaction Line Fields

Transaction Item Options

CRM Fields

Entity Fields

Item Fields

General Notices