Custom Field to Display the Value From Item Fulfillment to Invoice

A. Create the Saved Search

1. Navigate to Lists > Search > Saved Searches > New
2. Click Transaction
3. Search Title: Enter Title
4. Public: Enter Checkmark
5. Click Criteria
6. Click Standard
7. Filter:
   • Select Type
   • Type: Select Item Fulfillment
8. Click Results
9. Click Columns
10. Click Remove All
11. Field:
    • Select Custom Field (Custom Body)
    • Summary Type: Select Maximum
12. Click Available Filters
13. Click Filter
14. Filter:
    • Select Created From
15. Click Save

B. Create the Custom Transaction Body Field

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Label: Enter Label
3. Type: Select Free-Form Text
4. Store Value: Remove Checkmark
5. Click Applies To
6. Sale: Enter Checkmark
7. Click Display
8. Subtab: Select Main
9. Click Validation & Defaulting
10. Search: Select Search 
11. Field: Enter Created From
12. Click Save