<@U29V5UPKP> You would need to create the field on...
# advancedpdfk
karlenigma
07/25/2019, 2:30 PM@leebrookes42 You would need to create the field on the transaction and source the value through and then you should be able to source it onto the statement in the advanced PDF. If the sourced value doesnt work then it may have to be a stored default value.
l
leebrookes42
07/26/2019, 8:38 AMso when you reference the transaction you mean the Statement yes not the Customer record
k
karlenigma
07/26/2019, 8:39 AMMaybe i wrote that incorrectly.
karlenigma
07/26/2019, 8:39 AMYou create a new sourced field on the Transaction and this field would be sourced from the customer record for the information you require. Then on the statement template you can pull it in from the transaction.
l
leebrookes42
07/26/2019, 1:23 PMthank you
leebrookes42
07/26/2019, 2:44 PMis there a reason my custom field would not source on the Transaction
k
karlenigma
07/26/2019, 2:45 PMNot that i am aware of.
karlenigma
07/26/2019, 2:45 PMIs this as a default value or just a sourced value?
karlenigma
07/26/2019, 2:45 PMYou may need to check that Store Value is not checked on the Transaction Body Field.
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