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March 20, 2025
Question

We Created Custom field category customer, when adding this field to a purchase order form will it automatically populate the data from the customers custom field?

  • March 20, 2025
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For example - Each customer has a site number coded to their equipment, each invoice and purchase order should reference this site number, we added a custom field to the customers file and put the site number in this field. WE have this custom field show up on the purchase order or invoice. Will the data entered into the field on the customers profile carry over to the field on the purchase order if we choose that customer as the ship to?