Create a Custom Field that Pulls Up the Current Month in Words

To create the field, perform the following steps:

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields (or Transaction Line Fields) > New.

2. Provide a Label (e.g. Month).

3. Set Type to Free-Form Text.

4. Uncheck Store Value.

5. In the Applies To tab, check where to apply the field (e.g. Sales).

6. In the Validation & Defaulting tab, set the following:

•         Default Value: TO_CHAR(sysdate, 'Month')

•         Formula is checked

7. Click Save.