What is the process for the follow:
If I am in the customer screen and want to create a PO for that customer. From the customer screen I want to select a button that opens the Purchase Order screen and automatically insert the customer (ship to) information.
What am I missing?
I created a button, and created 3 actions on the click:
1. Retrieve value from screen: full name
2. go to tab: purchase order
3. Enter value onto field on screen: field - Ship to , Action from #1.
Are you just trying to reference a Customer's name on a PO? PO's are usually reserved for Vendors.