Saturday, December 15, 2018

Print Estimate Number on Invoice

1. Navigate to Customization > Lists, Records, & FieldsTransaction Body Fields > New.
2. Enter a name in the Label field.
3. Uncheck the Store Value check box.
4. Check the Sale checkbox on the Applies To tab.
5. Click Validation & Defaulting.
6. Set Default Value to {createdfrom.createdfrom}.
7. Save.



This works if the process flow is like this:

1.    Create Estimate

2.    Create Sales Order

3.    Create Invoice



From the Estimate record the user can also create an Invoice without creating a Sales Order. The estimate number can also be shown and printed by performing the following steps:


1.    Navigate to Customization > Forms > Transaction Forms.

2.    Edit the Invoice form being used.

3.    Click the Screen Fields tab > Main sub tab.

4.    Mark the Show box across the standard field Created From.

5.    Click the Printing Fields tab > Body sub tab.

6.    Mark the Print/Email box across the standard Created From field.

7.    Click Save.


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