how can i show the sales rep on payment record?

AI generated answer (using internal Slack threads):

To show the sales rep on a payment record, you would need to create a custom field on the payment record that sources its value from the related sales order or invoice. Here are the steps to do this: 1. Navigate to

Customization > Lists, Records, & Fields > Transaction Body Fields > New

. 2. In the Label field, enter a name for your field, such as "Sales Rep". 3. Set the Type to "List/Record" and select "Employee" as the record type. 4. In the Applies To subtab, check the "Payment" box. 5. In the Display subtab, you can choose where you want this field to be displayed on the payment record. 6. In the Sourcing & Filtering subtab, set the Source List to "Sales Order" or "Invoice" (whichever transaction type your payments are typically applied against), and the Source From to "Sales Rep". This will create a new field on your payment records that automatically populates with the sales rep from the related sales order or invoice. Please note that this will only work for new records created after the custom field is set up, and won't retroactively update existing records. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******