Scenario
Memo field on the Sales Order is different from the Memo that is showing on the Item Fulfillment. There are cases when users need to display the memo from the Sales Order to its related Item Fulfillment. As a workaround, users can create a custom field on the Item Fulfillment to source from the Memo field on the Sales Order.
Solution
- Navigate to Customization > Lists, Records, & Fields > Transaction Body fields > New
- Label: Enter Sales Order Memo
- Type: Select Text Area
- Store Value: Remove Checkmark
- Click Applies To
- Item Fulfillment: Enter Checkmark
- Click Sourcing & Filtering
- Source List: Select Created From
- Source From: Select Memo
- Click Save