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Why is the set field value on a customer deposit sourcing the wrong field from the sales order

edited Jun 2, 2025 2:49PM in Ask A Guru 9 comments

Hi There

I have a workflow on transactions>Customer deposits.

One of the actions is a 'Set field value' action.

This is supposed to source the header level memo field from the sales order the customer deposit was created from and set the memo field on the customer deposit with this:

There is no option to use a join on the sales order field

I am using a formula to set the field value though it appears to be picking up a line level memo, for the tax line, rather than the header level memo.

How do I source the header level memo field from the sales order and set this on the header level customer deposit memo field?

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