HI @Timmermans Roel ,
We’ve created custom fields to handle information similar to you are requesting. For example we’ve created a custom field on the address tab of the customer record to hold address specific shipping instructions such as “Call before delivery” or “Liftgate Required”. On the shipment record we created a read only custom field which references the shipping instruction field. We then updated the delivery note and bill of lading so to print the shipping instructions on those documents.
We also just recently created another custom field on the address tab of the customer record, the customer order header and shipment header called Work Instructions which we are going to use to convey information to customer service and shipping but we will not print this field on any documents.
All three Work Instruction fields are persistent fields of type text and multi line. The one on the address tab of the customer record is 1500 characters while the one on the customer order is 2500 characters and finally the one on the shipment is 4000 characters.
We will copy the information from the address tab field to the customer order field when the customer order record is created or the delivery address is changed on the customer order. We will use an event to perform the copying of the information. We will do the same thing on the shipment record where we copy the field from the customer order to the shipment record when the shipment record is created.
Users will be able to add information to the field on the customer order or shipment record as well.
We have this working when the respective records are created we are now working on adding an action to support when changes occur so we update the Work Instructions on the customer order and shipment screens to keep everything in sync.
Regards,
William Klotz
