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Customer Name on Sales Line View

  • 1.  Customer Name on Sales Line View

    Posted 5 days ago
    With in the Sales Lines list view we can currently see the Sell To and Bill To Customer No.. Though my Sales Team and I are also wanting to view the Customer Name as well. Is there a way to populate this information on the Sales Line list view?

    Thank,
    Jason A. Natanson
    Clesen Wholesale

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    Jason Natanson
    Clesen Wholesale
    Evanston IL
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  • 2.  RE: Customer Name on Sales Line View

    NAVUG ALL STAR
    Posted 5 days ago
    The easiest method would be to add a flowfield to table 37 (Sales Lines) which pulls the Customer name based on the Sell-to or Bill-to Customer number.  This name field can then be added to page 516 (Sales Lines) so you can see it.  You can also add a lookup to the page itself, but this tends to be slower to refresh and non-sortable.

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    David Wiser
    Sr. Solution Consultant
    Tigunia
    2019-2020 Board of Advisors
    BCUG|NAVUG All-Star
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  • 3.  RE: Customer Name on Sales Line View

    Posted 4 days ago
    Sounds like you just need to personalize the sales line view.

    In the sales line view, go to settings, personalize, then add a field.
    Drag the field called "sell-to customer name" into the list where you want to see it.

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    Phil York
    Radius Global Supply
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  • 4.  RE: Customer Name on Sales Line View

    Posted 4 days ago
    what is this 'Sales Line View' you all are referring to?

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    Mary Carrero
    Velosio
    apopka NJ
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  • 5.  RE: Customer Name on Sales Line View

    TOP CONTRIBUTOR
    Posted 3 days ago
    Got to items and click on flow field for Qty On Sales Orders

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    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
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  • 6.  RE: Customer Name on Sales Line View

    Posted 2 days ago
    From the item card, click on the flow field of 'Qty. on Sale Orders' and it take you to the 'Sales Line' List View.


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    Jason Natanson
    Clesen Wholesale
    Evanston IL
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  • 7.  RE: Customer Name on Sales Line View

    TOP CONTRIBUTOR
    Posted 3 days ago
    You can't do it through personalization as the field is not in Sales Line table

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    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
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  • 8.  RE: Customer Name on Sales Line View

    Posted 3 days ago
    @Mark Anderson you are correct.  I misread the request as Sales order list view.  ​

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    Phil York
    Radius Global Supply
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  • 9.  RE: Customer Name on Sales Line View

    TOP CONTRIBUTOR
    Posted 3 days ago
    I would rather modify the Sales Order Subform (46) instead of modifying table.

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    Wing Mak
    Director of IT
    City of Industry CA
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