I’ve got two custom fields on the Customer document, as shown in this photo:
I’m trying to show these two fields on Sales Invoices, Sales Orders, etc., but no matter how I seem to link them, they never populate when I start a new Sales Order.
Here’s an example customized Sales Order I tried to use for the lookup…
And here’s what it looks like from an actual form standpoint. Here’s an example customer with 40 hours for both prepaid fields…
However, when I try to do a new Sales Order, from the Company link… I get this:
My customized form, the ‘lookup’ fields are in the Customer section, so I believe i can just call them by putting in the options section, just the field name… so in this case, in the Customer doc.type, I’ve got the field called remote_prepaid and on_site_prepaid. Since my Sales Order form already has a link to the Customer doc.type, I believe my option for the ‘lookup’ field on the Sales Order form would just be remote_prepaid and on_site_prepaid. However, I’ve also tried Customer-remote_prepaid, Customer-on_site_prepiad as well as Customer:remote_prepaid and Company-remote_prepaid… none seem to work. What am I missing here?
Next, Sales Order form detail: