Answer

Adding Attributes to Sales Order Screen

Forum|Forum|4 months ago
July 30, 2025
2 replies
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ChantellBeaty
Jr Varsity II

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.

+8

hkabiri
Acumatica Support Team
Answer
Forum|Forum|4 months ago
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