Order Template Field Sources

From Tailwind Wiki

Jump to: navigation, search

The table below describes which order fields are pulled from the customer and which are pulled from the template when creating an order from a template.

FieldSource
CustomerTemplate
ContactTemplate
Account RepCustomer
Sales RepCustomer
BranchTemplate
Customer Ref #Always Blank
Customer Ref # Required FlagCustomer
POD RequirementsCustomer
Invoice CodeTemplate
EDI Bill ToTemplate
CurrencyTemplate
MileageTemplate
Shipment ModeTemplate
User Defined FieldsTemplate
No Dispatch RequiredTemplate
Related Invoice LinesTemplate
Related NotesTemplate
Related ShipmentsTemplate
Related Bill of Lading LinesTemplate
Related BillsTemplate
ALL OTHER FIELDSAlways Blank
Personal tools