When an invoice is generated from a sales order which was created from an estimate, the Created From field on the invoice shows only the sales order number. To show the estimate number:
1. Navigate to Setup > Customization > Transaction Body Fields > New.
2. Provide a Label.
3. Type field select Free-Form Text.
4. Unmark the Store Value checkbox.
5. Under the Applies To tab mark Sale.
6. Under the Display tab > Subtab select Main.
7. Under the Sourcing & Filtering tab
- Source List > select Created From.
- Source From > select Created From.
8. Click Save & Apply to Forms > select your preferred invoice form.
9. Click Save.
Note: There is a related enhancement for this under Issue 99329.
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