Quote -> Invoice

[Bernhard]

Hi, When I open a quote, I can generate an invoice from there and (most) values for the invoice are prepopulated (e.g. the products, the client, the name).

I created some more fields like "profit" in the quotes and also in invoice table, but if I have entered values inside the quote for that, they are not populated to the invoice. Is there a way to make this easily happen?

Thanks,

Bernhard

[yuri]

Hi Bernhard,

Unfortunately, there's no easy way. It can be done by customizing Quote service class or as a workaround you can create a Workflow rule that will copy fields from Quote to Invoice.

Needed conditions:

* Invoice is created
* Quote field is not empty

Action:

Update target record. Copy fields from a related quote.