Assign a Class, Department or Location To Customers and Vendors

Currently, there is no standard Class/Department/Location field that can be simply checked to show on the Customer form. The alternate solution is to create custom fields:



 

I. Create a custom Entity field to show on the entity records (e.g. Customer):

1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.

2. On the Label, enter the preferred label name (e.g. Class).

3. On the Type, select List/Record.

4. On the List/Record, select Class, Department or Location.

5. Click the Applies To tab, enable Customer checkbox.

6. Click the Save & Apply to forms.

 

II. Edit a Customer record and assign a class on this custom field.

 

III. Create a custom Transaction Body field that shows on transactions (e.g. Sales Order, Purchase Order):

 

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.

2. On the Label, enter the preferred label name (e.g. Sourced Class).

3. On the Type, select List/Record.

4. On the List/Record, select Class or Department.

5. Make sure that the Store Value checkbox is unchecked.

6. Click the Applies To tab, enable Sale or Purchase checkbox.

7. On the Display tab > Subtab field, select Main; On Display Type, select Disabled .

8. On the Sourcing & Filtering tab > Source List, select Entity; Source From, select the name of the entity field created (e.g. Class).

9. Click the Save & Apply to forms.



Note: When a new Sales or Purchase transaction is created and a customer/vendor is entered, this newly created pulls from the custom Class or Department field from the Customer or Vendor records.