[christopheryang]

We're using a custom invoice (transaction form) and would like to add the sales order # to the printed form. We've tried making a new transaction body field that is sourced from the sales order transaction number, but it doesn't seem to be carrying over to the printed invoice, even after adding the field to the transaction form.

Does anyone know why it might not be working properly? Is there a valid reason not to have the Sales Order # appear on an Invoice?
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[k_dunc]

Are you using Advanced PDF/HTML Templates? If so, I think the SO can be obtained by using the following:

HTML Code:
<td>${record.createdfrom}</td>

[christopheryang]

No, we are just using transaction forms.

[MarthaHakes]

We have the field created from (Field ID: createdfrom) on our regular transaction form and just print that in the body.

[Dew]

We didn't like the "Sales Order #" that the "createdfrom" field prepends to the number, so we did create a custom transaction body field. The trick is, the Source List is "Created From", not "Sales Order". The Source From would be "Transaction Number".

[christopheryang]

Thank you everyone. We are getting warmer! The 'transaction number' is now showing up on the Invoice — but what we are looking for is the Sales Order #, not the transaction number! what field do we use to source the transaction ID?

[Dew]

For us, the transaction number and the sales order number are the same. If they are different, try "Ref. No." as the "Source From".

[christopheryang]

Woohoo!! Thank you Dew, that was it.

This particular procedural change was quite difficult to do, so we were wondering if there was a valid business reason within NetSuite for omitting the sales order number from an invoice? Does anyone know why it's like this?

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