I'm trying to transfer a field value of "CreatedBy" from Sales Header (Sales Order Page) to subsequent documents such as Sales Order Archive, Posted Sales Shipments, Posted Sales Invoices... however I'm finding that I'm not able to use a flowfield (type lookup) because once a sales order is completed it gets deleted. That means that the source sales order that I want to lookup can no longer be referenced so I end up with blank values on the new documents.
I want the value from the sales order to be transferred and essentially hardcoded onto the new document even when the source sales order is being deleted.
The output would be so that I can reference which user created the original source document from the invoice so that I know who to raise queries with.
If anybody can advise how this is achieved it would be appreciated.
Hi,
I'm trying to transfer a field value of "CreatedBy" from Sales Header (Sales Order Page) to subsequent documents such as Sales Order Archive, Posted Sales Shipments, Posted Sales Invoices... however I'm finding that I'm not able to use a flowfield (type lookup) because once a sales order is completed it gets deleted. That means that the source sales order that I want to lookup can no longer be referenced so I end up with blank values on the new documents.
I want the value from the sales order to be transferred and essentially hardcoded onto the new document even when the source sales order is being deleted.
The output would be so that I can reference which user created the original source document from the invoice so that I know who to raise queries with.
If anybody can advise how this is achieved it would be appreciated.
Thanks
Kieran