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Territory Field in Sales Order form
I need the Territory field from the customer record to show up on the Sales Order showing the territory a customer belongs to if they already have it hard coded in the customer, but I also need it selectable for customers who are first time orders.
Currently, the territory field is there but it is the selctable version which does not display the pre-selected territory for existing customers.
What I want to end up with is a territory field that is mandatory, but prefilled for existing customers, then our sales reps will be reminded to enter a territory for those first time orders they take.