06-18-2014, 12:23 PM
Hi there.
Using ‘Opportunity No.’ as the main project number / reference.
I need to include it in an invoice, but I am having difficulty bringing it into the invoice module.
I think I remember doing something similar before in the editviewutils.php file by manipulating the getConvertQuoteToInvoice function.
But, here the field I need is in the opportunities / potential module, and only the opportunity name is brought into quotes / salesorders module.
Can anyone advise where I should be looking please?
PS Has anyone done up a logout button yet? Also, should 'fieldexpressions' now be used over workflow? What is the thinking behind this? Just started working with CoreBOS. Look forward to contributing.
Using ‘Opportunity No.’ as the main project number / reference.
I need to include it in an invoice, but I am having difficulty bringing it into the invoice module.
I think I remember doing something similar before in the editviewutils.php file by manipulating the getConvertQuoteToInvoice function.
But, here the field I need is in the opportunities / potential module, and only the opportunity name is brought into quotes / salesorders module.
Can anyone advise where I should be looking please?
PS Has anyone done up a logout button yet? Also, should 'fieldexpressions' now be used over workflow? What is the thinking behind this? Just started working with CoreBOS. Look forward to contributing.