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Adding Attributes to Sales Order Screen

  • July 30, 2025
  • 2 replies
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C
Jr Varsity III
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Hello, 

I have created a new attribute for customers which will show their shipping account number (no carrier plug ins are used). I would like to add this to the shipping tab (or create an attribute tab) in Sales Orders. Is this possible? 

 

Best answer by hkabiri

​@ChantellBeaty If you want the same value being copied into Sales Order and Shipment and changing in any of the three forms (Customer, Sales Order, Shipment) update all of them it requires customization. Otherwise if same attribute just to show up on SO and Shipment you can use User Defined field but that means on each screen the value should be set and nothing will be copied automatically.

    2 replies

    hkabiri
    Acumatica Moderator
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    • hkabiri
    • Acumatica Support Team
    • Answer
    • July 30, 2025

    ​@ChantellBeaty If you want the same value being copied into Sales Order and Shipment and changing in any of the three forms (Customer, Sales Order, Shipment) update all of them it requires customization. Otherwise if same attribute just to show up on SO and Shipment you can use User Defined field but that means on each screen the value should be set and nothing will be copied automatically.

    SAM KABIRI | L2 Support Engineer | hkabiri@acumatica.com | www.acumatica.com
      C
      Jr Varsity III
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      • ChantellBeaty
      • Author
      • Jr Varsity III
      • July 31, 2025

      Thank you so much!

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