Hi all.

My company uses a custom quote numbering scheme in the form

<CompanyInitials><QuoteCreationDate><CustomerInitials><auto-incrementing number>

I need to find a way to have that transfer over to the invoice when we close the sale. I can't create a new field in the invoice that recreates the formula that created the quote number, as the date portion would change, and I couldn't cross reference the invioce to the quote. Obviously, there is a way to do this, as Zoho will do that automatically with its internally generated quote number, but how do I do this with my custom generated number?

Thanks in advance,

Paul