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Custom field on sales order to source customer internal ID
I want the Customer Internal ID to appear on each Sales Order. I set up a custom entity field on the customer record, which is showing the customer internal ID. I set up a custom transaction body field to source from the customer record. However, when I get to the Sourcing & Filtering tab, my custom field is not available in the Source list. I'd appreciate any ideas; I am clearly missing something! Below is what I have done so far:
1: Setup a new custom entity field to show the Customer Internal ID on the Customer record.
Label: Customer Internal ID