Create a Custom Entity Field for Shipping Account Number to be Shown in the Customer Record

Symptoms/Details of Business Requirements/Any Additional Information:

User does not use Third Party Billing feature.

Solution/Gotcha/Recommendation Details:

Create a custom Entity Field for Shipping Account Number to be applied to the Customer Record.

Below are the steps on how to create the custom entity field and how to apply it in the customer record:

  a. Navigate to Setup > Customization > Entity Fields > New

  b. Enter the Label for the entity field (Ex. Shipping Account Number)

  c. Choose Type = Free Form Text

  d. Check boxes for Store Value, Show in List and Global Search

  e. Under Applies To tab > mark Customer box

  f. Under Display tab > Subtab = Financial

  g. Save the new entity field

  h. Check the Customer Record > Financial tab, the shipping account number custom entity field should be shown along with the shipping item default.