Payment Terms on Quote

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  • rampo
    Junior Member
    • Feb 2023
    • 12

    #1

    Payment Terms on Quote

    Hel
    if I create a new quote starting from Opportunity, the quote will be created with the Oppotunity Account, but specific field of the account like "payment terms" "shipment terms"... are not taken from Account value but appear as default of the quotation. Is there a way to have those field automatically imported from Account value once a create a new quote?
    Thanks
  • dreginald
    Senior Member
    • Sep 2018
    • 182

    #2
    You can either create a foreign fields in quote, linking the required fields from Account. Or you can write a formula to get values from the fields in the Account entity

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