Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderHeaders/Pull_InFieldsOrders.htm

## Pull-In Fields on Orders

Users can view fields from the associated account, billing address, ship to address, order campaign, and contract records when placing an order. This can include contact information for accounts, additional information for addresses, and descriptions for order campaigns and contracts.

**Who can use this feature?**

* End Users - iPad, Windows (Browser coming soon)
* [Using Pull-In Fields on Orders](#Using)
* Order Admins - Browser
* [Creating Pull-In Fields on Orders](#Creating)
* Users do not require an additional license

### Configuring Pull-In Fields on Orders for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif) All Users](#)

To configure this feature:

1. Ensure [Configuring Order Management](../../OM_Config.htm) is complete.
2. Grant the following permissions:

   | Object | Object Permissions | Object Types | Fields | Field Permissions |
   | --- | --- | --- | --- | --- |
   | account\_\_v | CRED | All | Any custom fields | Read |
   | address\_\_v | CRED | All | Any custom fields | Read |
   | contract\_\_v | R | Sales | Any custom fields | Read |
   | order\_\_v | CRED | All | Any custom fields | Read |
   | order\_campaign\_\_v | R | n/a | Any custom fields | Read |

### Creating Pull-In Fields on Orders as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif) Order Admins](#)

Fields from the following objects can be displayed as pull-in fields on orders when placing an order.

* Account
* Billing Address
* Ship to Address
* Contract
* Order Campaign

| Source Object Name | Source Object Prefix | Source Record |
| --- | --- | --- |
| account\_\_v | zvod\_a | The account of the order. |
| address\_\_v | zvod\_ba | The billing address of the order. |
| address\_\_v | zvod\_sa | The ship to address of the order. |
| contract\_\_v | zvod\_c | The contract of the order. |
| order\_campaign\_\_v | zvod\_oc | The order campaign of the order. |

The following field types are supported:

* Text - Maximum length must be the same as the source field
* Number - Minimum value, Maximum value, and Decimal places attribute must be the same as the source field
* Date
* DateTime
* Yes/No
* Picklist - Single and Multi-select Picklists are supported. Picklist Value Names must be the same as the source field
* Object
* Currency

To create a pull-in field on order:

1. Navigate to the **Order** object.
2. Select the **Fields** tab.
3. Select **Create**.
4. Select the **Field Type**. The field type must be the same as the field type of the field on the account, address, contract, or order campaign object.
5. Enter a **Label** for the field. The label is not considered in the custom information logic.
6. Enter a **Name** for the field according to the naming guidelines:
   [Object Prefix of Source Object]\_[API Name of Source Field]\_\_c
7. Enter field attributes according to the attributes of the source field.
8. Select **Save**.

For example, a field named zvod\_oc\_description\_\_c displays the description\_\_v field value from the order\_campaign\_\_v object for the order directly on the order.

A custom pull-in field can be created for a standard source field. The \_\_c and \_\_v field API name suffixes are ignored when comparing field names for pull-in fields.

### Using Pull-In Fields on Orders as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

When viewing orders, custom information from product and product information records are displayed in pull-in fields. The user cannot edit the values of the fields. The values are saved when the order is saved and are not updated based on the value of the source field once the order is saved.

### Related Topics

[Order Header Overview](OrderHeaderOverview.htm)