Hi Susan,

1) The optional fields stored with the order are in the History Header Extension data file. So to get this information, you need to use the composite table '*OE Hist Detail w Head, Head Ext'. You may be able to re-load this table from F4 - View Definition when your view is open, but make a backup of your GV workspace and views before trying this.

2) There is no 'direct link' to the AR Transactions table from the OE History Header table, so you cannot use the 'Insert Related Data' column function. But you can use a calculated column with a GetLinkedValue formula. This would mean ensuring that your existing AR Transactions view has the document number column with the same title as a column in your OE view (and it probably does since you have them currently linked), and both views must be open for this formula to work.

The calculated column formula in your OE view would look something like:
GetLinkedValue("AR Trans View Name","Invoice # column title","Current Balance")

Check out the Help file for formula help (in the Query section of formulas) for more complete information on how to use GetLinkedValue.