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How to filter a Custom Contact field to show all of the Contacts of a customer in a Sales Order?

Dwight Schrute

Hi,

We have created for our SO transaction a custom Ship To Contact field.

To get this done I have created the following customer Transaction Body Field:

Field Name: Ship To Contact

Field Type: List/Record

List/Record: Contact

Sourcing & Filtering

Source list: Customer

Source Filter: Parent

(please see screenshot below)

Over all, this filed is working great, when generating a SO, it shows (almost) all of the contacts which are affiliated to the customer that is participating in the transactions.

HOWEVER, lately I noticed that this setup might not have been the best solution.

Reason: The Contact can have a one to many relationship, meaning that it can be assigned to 1 primary Customer (Company) and below can be assigned to additional Customers (Companies) as well (please see screenshot below).

Our Issue: We have cases where we have a contact assigned to additional customers, when pulling the 'Customer' record, under the 'Relationship' we can see the contact, HOWEVER, in the custom 'Ship To Contact' field, within the SO it is not shown. I am suspecting that the setup I performed is incorrect, any ideas what I am doing wrong here?

(please see screenshot below)

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