Transaction Line Fields
You can source from an Item or a Customer field.
Source From Item
In the List/Record field, you must select the Vendor for sourcing to work properly.
|
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 in the Source From field, information is sourced from the customer record selected in the Customer:Project 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 |
|
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 |