The following fields and columns are now available for personalization of different pages.

Statistics Group field

You can add the Statistics Group field on these pages:

Item Card
Item Template Card
Vendor Card
Vendor Template Card
Customer Card
Customer Template Card

Item Template card page

Allow Multiple Posting Groups and Price Calculation Method fields

Besides the Statistics Group field, you can add the Allow Multiple Posting Groups and Price Calculation Method fields on the Customer Template Card page.

Sell-to Customer Name 2, Bill-to Name 2 on project documents

You can add the Sell-to Customer Name 2 and Bill-to Name 2 fields on these pages:

Project Archive Card
Project Task Card

Note

These fields are available in personalization only when you set up the document to use alternate or custom addresses instead of the default addresses for shipping and billing. For example, the Ship-to field is set to Alternate Shipping Address or Custom Address. The same rule applies to address-related fields in the following sections.

Buy-from Vendor Name 2 and Pay-to Name 2 fields on purchase documents

You can add the Buy-from Vendor Name 2 and Pay-to Name 2 fields on these pages:

Blanket Purchase Order Archive
Purchase Order Archive
Purchase Quote Archive
Purchase Return Order Archive
Blanket Purchase Order
Purchase Credit Memo
Purchase Invoice
Purchase Order
Purchase Quote
Purchase Return Order
Posted Purchase Credit Memo
Posted Purchase Invoice
Posted Purchase Receipt
Posted Return Shipment

Sell-to Customer Name 2 and Bill-to Name 2 fields on sales documents

You can add the Sell-to Customer Name 2 and Bill-to Name 2 fields on these pages:

Blanket Sales Order Archive
Sales Order Archive
Sales Quote Archive
Sales Return Order Archive
Blanket Sales Order
Sales Credit Memo
Sales Invoice
Sales Order
Sales Quote
Sales Return Order
Posted Return Receipt
Posted Sales Credit Memo
Posted Sales Invoice
Posted Sales Shipment

Name 2 and Bill-to Name 2 fields on service documents

You can add the Name 2 and Bill-to Name 2 field on these pages:

Service Order Archive
Service Quote Archive
Service Credit Memo
Service Invoice
Service Order
Service Quote
Posted Service Credit Memo
Posted Service Invoice
Posted Service Shipment

Shipment Method Code, Shipping Agent Code, Shipping Agent Service Code on Service Quote

Use personalization to add Shipment Method Code, Shipping Agent Code, and Shipping Agent Service Code fields on the Service Quote page.