Unable to Set Amount Fields When Creating or Updating Invoice via Workflow Formula

[Laimonas]

Hi,

I'm having an issue with the "amount", "grandTotalAmount", "discountAmount", and "taxAmount" fields when creating an Invoice using a workflow formula.

For example, when creating an Invoice from a Quote, all other fields transfer correctly - but these amount fields are always set to 0, no matter what values I include in the formula.

The same thing happens when I try to update an existing Invoice: even though the related Invoice Item values are updated correctly, the amount fields remain unchanged. They only update if I manually open the Invoice and change the item values - then the amounts are recalculated.

Has anyone else experienced this? How did you resolve it?

Thanks in advance!

[yuri]

Hi,

Thse fields are calculated on save. They cannot be set.

[Laimonas]

Thanks for the reply.

What would be the correct way to create an Invoice using a workflow so that all data - including the amount fields - is populated correctly?

Is there a specific step or workaround needed to make sure the amounts are calculated and displayed properly?

Appreciate any guidance!

[yuri]

I'm not sure if it's possible other than writing a hook that will perform after the built-in hook (can be ordered with the order parameter).

[dreginald]

You can workaround by creating new currency fields and writing formulae in workflows to get the values