Expose the Created From Field of a Sales Order on Transactions > Sales > Fulfill Order Screen

User would like see the Created From (Estimate) of a Sales Order on the Fulfill Sales Order screen.  Currently when you customize the list the default Created From field is not exposed.  Following these steps will provide user with the results they want:
 

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

----Name = Custom Created From (or a name that would better reflect this field)'
----Type = Free Form Text

----Store value = false (very important that this is false, or it will not work)
----Show in list = true
----Under Applies tab

----------Check off 'sales'
----Under Display tab

----------Set the appropriate tab you want to see this field in (ie: main for header or empty for custom tab)

----Under Validation & Defaulting
----------Set default value = {createdfrom}
----All else can be left the same

----Save

 

 2. To confirm the above is correctly setup:

----View the new field just created in Step 1

----Click on Apply to Forms

----Check off at least one form to expose this new field on (probably your preferred form is best)

----Save
----Now view any existing Sales Order that was created off of an Estimate

----Look for the new field and it should be populated with the same value as in the 'Created From' field

 

Note: You will only see the value of this field when you are in view mode of the transaction as a formula is a dynamic field and cannot be stored

 

3. Navigate to Transactions > Sales > Fulfill Order

---Under section that lists all the Sales Orders to be fulfilled click Customize

---Under the Additional Columns

-------Look for the new field you created in Point 1, check it off

---Save

---Your Fulfill Order screen should now successfully show the new custom field and it should show you the same value as seen on the order in the Created From field (the Estimate)