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Why does Created From field disappears when creating Sales Order from Opportunity?

edited Jun 2, 2025 2:31PM in Ask A Guru 4 comments

Hello Everyone,

I'm wondering why the 'Created From' field disappears when creating a Sales Order from a Opportunity record. Also the Opportunity record isn't displayed within the 'Related Records'.

Example:

Create an Opportunity:

Go to the 'Create New' menu within the record an choose 'Sales Order. The 'To Be Generated' page is displayed. The 'Created From' field is filled and displayed in this situation:

Click 'Save'. The Record is saved and the Sales order is displayed. The 'Created From' field isn't visible anymore. Also the 'Related records' are empty.


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