Map Custom Fields
Map Custom Fields
Hello,
In our business process, we Convert Quotes to Sales Orders and Invoices. We would like to identify all Sales Orders and Invoices that belong to a Quote, via a unique ProjectNumber. We want the same ProjectNumber to be carried through from Quotes through Sales Orders and Invoices.
So we created a custom field ProjectNumber (of type Auto-Number) in the Quotes module. When doing so, we clicked the checkbox so that the same field is also created in the Sales Orders and Invoices modules. The field ProjectNumber is also created in the Sales Orders and in the Invoices.
However, when we Convert Quotes to Sales Orders, the same ProjectNumber is not carried through. Each ProjectNumber is managed as separate Auto-Number sequences. So for example if I convert a Quote with ProjectNumber = 5 into a Sales Order, I might get ProjectNumber = 2 in the Sales Order. Each ProjectNumber is not linked to the others.
This is not the behavior we would expect. If I wanted to create separate Auto-Number fields, I would do so separately. I would think the whole point of creating them together is that they remain linked.
Zoho, can you review if we should be doing something differently?
Or , has anyone solved this issue differently, or maybe written a Custom Function?
Thank you.