Added custom transaction body field to IF and invoice. Why is it not sourcing the value from IF to the invoice?

AI generated answer (using internal Slack threads):

****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** The issue you're experiencing with the custom transaction body field not sourcing the value from the Item Fulfillment (IF) to the invoice could be due to several reasons: 1. Sourcing and Filtering: Ensure that the sourcing and filtering settings of the custom field are correctly set. The 'Source List' and 'Source From' fields should be correctly set to source the data from the correct field. 2. Field Type: The type of the custom field could also affect the sourcing. If the field types are not compatible, the value may not be sourced correctly. 3. Field Presence on the Form: The custom field needs to be present on the form for the value to be sourced. If the field is not present on the form, the value will not be sourced. 4. Stored Value: If the custom field is set to store value, the value will only be sourced when the entity field on the invoice is set. 5. Field Application: The custom field should be applied to the correct transaction type. If the field is not applied to the 'Invoice' transaction type, the value will not be sourced. If all these settings are correctly configured and the value is still not being sourced, you may need to create a custom field on the invoice and source it from the IF. For example, you could use a formula like

{appliedtotransaction.yourcustomfield}

to source the value from the IF to the invoice.