how to source the delivery note number in the invoice record without script

AI generated answer (using internal Slack threads):

To source the delivery note number in the invoice record without using a script, you can use the 'Created From' field in the invoice record. This field links back to the original sales order from which the invoice was created. However, this method requires that the delivery note number is stored in a custom field on the sales order record. Here are the steps to do this: 1. Create a custom field on the sales order record to store the delivery note number. This field should be of type 'Free-Form Text' or 'Number', depending on your preference. 2. When creating a sales order, input the delivery note number into this custom field. 3. When the sales order is fulfilled and an invoice is created, the 'Created From' field on the invoice record will link back to the original sales order. 4. In the invoice record, you can then source the delivery note number from the 'Created From' field. This can be done by creating a custom field on the invoice record that sources from the custom field on the sales order record. To create a custom field that sources from another field: 1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New. 2. In the 'Label' field, enter a name for the new field. 3. In the 'Type' dropdown, select the same type as the custom field on the sales order record. 4. In the 'Store Value' section, select 'No'. 5. In the 'Sourcing & Filtering' section, select 'Sales Order' from the 'Source List' dropdown and select the custom field on the sales order record from the 'Source From' dropdown. 6. Click 'Save'. Now, when you view an invoice record, the custom field should display the delivery note number from the original sales order. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******