Display Deposit Balance from Customer Record to Sales Order

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Label the custom field.
3. Select Free-Form Text in the Type field.
4. Unmark the Store Value checkbox.
5. In the Applies To tab, mark both the Sale and Print on Standard Forms checkboxes.
6. In the Validation & Defaulting tab:

• Enter {customer.depositbalance} in the Default Value field
• Mark the Formula checkbox

7. Click Save.