Need to source main fields to custom record

I need to create a custom record and add standard fields such as Customer Name, Item, cost, Bill To/Ship To, etc. to the form that goes with it, but none of these fields are available to select.   I don’t have to create new fields for each of these do I?

Beginner Asked on January 27, 2020 in Administration.
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You will need to create a custom field, however in the main section the field type will be “List/Record” and then you will be able to source the native fields and lists.


Intermediate Answered on January 27, 2020.
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Are you sure you shouldn’t be using custom transactions instead of custom records?

Advanced Answered on January 27, 2020.
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Ah yes – never thought of that.   The purpose of this is that after an item has been fulfilled, an International Customs doc needs to be sent out.   It needs to have most of the info from the Invoice but it needs to go out before the sale is actually invoiced – plus – it cannot have any GL impact at all.    It needs to be fully editable and much of the info will not ultimately match up with the true invoice when all is said and done.

I just want to create the record, source all the data that would normally be on the invoice, have it all editable, and have the user be able to print out a copy at any time.

Beginner Answered on January 27, 2020.
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