Add Subsidiary Phone Number to Transaction Forms

A. Createthe custom transaction body field.

1. Customization > Lists, Records, & Fields > TransactionBody Fields > New

• Name : Subsidiary Phone Number
• Type: Phone Number
• Store Value : False
• Applies To tab: Sales
• Display tab: Subtab field – Main
• Validation & Defaulting tab:

Default Value = {Subsidiary.Addrphone}
Formula = Checked

• Sourcing & Filtering Tab : 

Source List : Subsidiary (Main)
Source From : Phone

2. Save & Apply to Forms.

B. Add theCustom Field to the Transaction Form PDF Layout

1. Navigateto Customization > Forms > TransactionForm PDF Layouts > Edit Preferred form.

2. Click onAdd Custom Element.

3. Locate the Custom Field that created earlier then choose that as an element.

4. Click onOK.

5. Save the changes.