When using copy to option form sales quote to sales invoice
the custom fields line content doesnt copies over event though the label is the same
the other custom fields (not line) copies well
also is there any talk about implentin custom field - line in custom reports like other custom fields ?
but i read only the “copy to” guide https://www.manager.io/guides/7262
and that guide did not mention any exception about custom field - line
i assumed it was valid for all the custom fields line or regular
@Tut@lubos
is possibe to request that the custom field - line content to be copied when using “copy to”
i have read the guide stating that transferring information in custom fields to different circumstances would rarely be desirable.
but that is easy avoidable by addin a space or a dot to the name of the custom field if you dont want to copy it over
meawhile for those of us that use multiple row invoices with custom inline fields will be great to benefit from copy over funtion when copying form sales quote to sales invoice without needing to fill manually all the fields again
The latest version (22.8.12) contains new implementation of custom fields which adds support for this.
However, to allow custom fields copy between transaction types, you need to setup single custom field that is shared by multiple transaction types.
For example, if you want custom field on lines to show on sales invoices, sales orders and sales quotes, then custom field needs to be created like this:
Notice how I’m selecting multiple placements for custom field.