Transaction Line Fields

You can source from Item or Customer fields.

Source From Item

Note:

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.

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
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

Related Topics

• Available Standard Fields and Field Types
• Transaction Body Fields
• Transaction Item Options
• CRM Fields
• Entity Fields
• Item Fields

General Notices