Copy number to Sales order, invoice and quote name

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  • novastream
    Member
    • May 2021
    • 61

    Copy number to Sales order, invoice and quote name

    Hi,

    Is it possible to copy the sales order number to the sales order name field uppon saving?

    I've tried creating a formula like this: name = number; but it doesn't work.
  • rabii
    Active Community Member
    • Jun 2016
    • 1250

    #2
    it should work when you make the name field (not required). go to sales order entity \ fields \ name (uncheck required option) it will work then.
    Rabii
    Web Dev

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    • novastream
      Member
      • May 2021
      • 61

      #3
      Originally posted by rabii
      it should work when you make the name field (not required). go to sales order entity \ fields \ name (uncheck required option) it will work then.
      Thanks, it did work but I had to use the numberA field in my formula

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