Display Sales Order Revenue Status on Invoice

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

2. Enter a Label.
3. Set the Type to Free-Form Text.
4. Uncheck Store Value.
5. In the Applies To > mark Sale checkbox.
6. In the Validation & Defaulting tab > in Default Value field enter {createdfrom.revenuestatus}
7.  Set Formula checkbox to Yes.
8. Click Save.

Note: The value on this field will only show after the Invoice is saved.

Option 2:

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Enter a Label
3. Set the Type to Free Form Text
4. Uncheck Store Value
5. In the Applies to tab select Sale
6. In the Sourcing and Filtering tab set the following:

• Source List: Created From
• Source From: Revenue Status

7. Click Save