Thursday, November 8, 2018

Department, Class, Location in the Customer record

 By default, Department, Class and Location fields are not available in the customer record. This is logged as Enhancement 15880 - Have the ability to assign the fields Department, Class, Location and Category to a Customer and have these appear as fields in the Sales Order.

As an alternate solution, the user may customize the customer record by following the steps below:

For Department:

1. Navigate to Customization > Lists, Records & Fields > Entity Fields > New
2. In the Label field, select Department
3. Type: List/Record
4. List/Record: Department
5. Click on Applies To tab > check Customer box
6. On Display tab > Subtab is Main
7. Click Save

For Class:

1. Navigate to  Customization > Lists, Records & Fields > Entity Fields > New
2. In the Label field, select Class
3. Type: List/Record
4. List/Record: Class
5. Click on Applies To tab > check Customer box
6. On Display tab > Subtab is Main
7. Click Save

For Location:

1. Navigate to Setup> Customization> Entity Fields> New
2. In the Label field, select Location
3. Type: List/Record
4. List/Record: Location
5. Click on Applies To tab > check Customer box
6. On Display tab > Subtab is Main
7. Click Save

 

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