NSC | Add the Lead Source field to the Sales Order's Transaction Line Item

The customer would like to add the Lead Source to the Transaction Line Item level of the Sales Order form as a column field.

This is because when submitting a sales order, it is possible to have items added based on different campaign lead sources. As such, there is a requirement to be able to track or tag items within a sales order item line with their corresponding lead source.

The steps on how to create a custom field that uses the CRM List: Lead Source as a List/Record are listed below.

Step I: Enable CRM Preference (Prerequisite)

1. Navigate to