How would I go about sourcing the information from custom fields on the opportunity to a sales order with the sale fields? For example we do a trade appraisal for a vehicle on an opportunity. If we sell a car, and are bringing that original trade in we put it on the sales order. I am trying to have the data come directly into the sales order.

The custom field on the SO would have a source formula of the field on the opportunity.

Would that be something I need to tweak on this page? THis is the field that is on the SO that I want to auto populate from the opportunity

Yes the source from field

Thank you for the help!