Optional Upgrade Tasks

Suggested Tooltip Changes Following Upgrade

The following table lists suggested tooltip updates if you are upgrading from a version earlier than Spring 2026.

Suggested Tooltip Updates Following Upgrade

Object	Field	Help Text
Sales Order	Avalara Location Code	The code of the location in Avalara AvaTax that represents the physical location where this sales order is sold from. This is used for location-based filing in Avalara.
	Drop Ship Address Validated	If selected, indicates the drop ship address of this sales order has been validated by Avalara AvaTax.
	Engagement	The Engagement that relates to this sales order.
	Existing SO Number	This field is required during the loading of legacy sales orders.
	Override Billing Account	The override billing account that relates to this sales order. This is the account to be billed when the customer account is not to be billed for the sales order.
	Override Billing Account Address	The override billing account address that relates to this sales order. This is the customer address associated with the override billing account to be used as the billing address instead of the default.
	Override Bill To Address	The alternative billing address that relates to this sales order. By default, the bill to address is set from the customer account related to the sales order.
	Override Ship To Address	The alternative shipping address that relates to this sales order. By default, the ship to address is set from the customer account related to the sales order.
	Ownership	The ownership that relates to this sales order. This field refers to the customer or supplier that owns the inventory items on the sales order.
Sales Order Line Item	Editable Sales Order Line Item Name	For system use. Used to enable the Foundations Transform service to edit this record.

You can update a tooltip as follows:

1. Click Setup | Object Manager.
2. Click the object that contains the field you want to update.
3. Click Fields & Relationships.
4. Click next to the field you want to update.
5. Click Edit.
6. Under the Field Information section, enter the updated tooltip in the Help Text box.
7. Click Save.