Release 2.9

Adding Orders Fees to Page Layouts

You will add the following fields to the necessary page layouts:

  • Tax
  • Tax Amount
  • Shipping
  • Shipping Amount
  • Discount
  • Discount Amount

You’ll want to add the above fields to each of the following page layouts:

  • Quote
  • Sales Order
  • Invoice
  • Purchase Order (optional)
  • Credit Memo

Viewing Shipping, Taxes and Discount Tabs

Go to Setup and search for Users. Click on one of the Users to identify the correct Profile. Click Edit at the top of the screen. Use the search feature to locate “shipping”. You’re looking for the Tabs listed as hidden. Change that to Default On.

Setting Field Level Security for Order Fees

Updated on June 19, 2020

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