Source Billing Address from Sales Order to Item Fulfillment Record using Workflow

Requirement: The user wants to source the billing address under billing subtab of Sales Order to be generated in Item fulfillment record under shipping subtab.

1. Create a custom transaction body field for Billing Address in Item Fulfillment Record

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Label: Enter Label
   Example: Billing Address
3. Type: Select Long Text
4. Global Search:Enter Checkmark
5. Show in List: Enter Checkmark
6. Click Applies To
7. Item Fulfillment: Enter Checkmark
8. Click Save

Create a workflow to source Billing Address from Sales Order to Item Fulfillment.

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
   • Name: Enter Source of Billing Address
   • Record Type: Select Transaction
   • Sub Types: Select Item Fulfillment
   • Execute as Admin: Enter Checkmark
   • Released Status: Select Released
   • Keep Instance and History: Select Always
   • Enable Logging: Enter Checkmark
3. Event Definition:
   • On Create: Enter Checkmark
   • On View or Update: Enter Checkmark
4. Click Save
5. Double Click State 1
6. Click New Action
7. Click Set Field Value
8. Basic Information:
   • Trigger On: Select Before Record Load
9. Parameters:
   • Field: Enter Billing Address
   • Value: Select Formula
   • Formula: Enter {‌createdfrom.billaddress}
     Note: Change billaddress  to the ID of the preferred field to be sourced from the Sales Order record.
10. Click Save