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Duplicate Field to Header

  • 11 October 2022
  • 1 reply
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Userlevel 4
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  • Jr Varsity III
  • 88 replies

Hello,

I searched for this and couldn’t seem to find an exact hit.

I’d like to duplicate the ‘default Sales Person’ from the Commissions tab on the sales order to the Header so that Sales Reps can see, overtly, who is being defaulted (and change it if necessary) at the header level instead of the Commissions tab.

Is this achievable?
Cheers,

k2

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Best answer by Dioris Aguilar 12 October 2022, 21:20

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Userlevel 5
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@K2a It’s totally achievable, take as an example the Appointments screen (FS300200) and check the Scheduled Start Date field placed at the header and in the Settings tab (editable in both places):
 

The only difference between the field in the header and in the Settings tab is that the latter also shows the time part.

Basically what you need to do is add the field in the header also via customization and since it’s part of the same SOOrder DAC you shouldn’t have any issues.

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