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Add custom fields for the sales process in Order management

You can add custom fields for invoicing sales invoices. You can then include these fields, where applicable, in the entry layouts and reports.

Note: 

If you want to add custom fields to Order management invoices, you must create the custom fields at the order level!

To add custom fields for the Order management sales process:

  1. Go to: General / Management / Management tool.
  2. Filter Product on Ordermanagement.
  3. Open the Sales process function group.
  4. Select the Sales order file.

More information:

Process

Configuration

Work area

inv