Customize the Receive Order Page to Display the Created From Field

If a Purchase Order was created from a Sales Order, the Purchase Order will show the Sales Order Number in the Created From field.

To setup the Receive Order page to show the Created From field, perform the following steps:

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

2. Provide a Label (e.g. PO Created From).

3. Set Type to Free-Form Text.

4. Uncheck Store Value.

5. In Applies To tab, check Purchase.

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

• Default Value:{createdfrom}
• Formula is checked

7. Click Save.

8. Navigate to Transactions > Purchases/Vendors > Receive Orders.

9. Click Customize.

10. In the Additional Columns tab, locate the field created (e.g. PO Created From), then check Include.

11. Click Save.