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When creating a Work Order through Quick Create, the Billing Account is being set to the Account record and not the Billing Account from the Account.
Billing Account is set correctly on the Account but regardless of whether it is populated or not the Account Record is being inserted into the Billing Account field on the Work Order.
E.G. Test Address 1 has a Billing Account of Test Address 2 yet when I try and create a Work Order both Service Account and Billing Account have the same value.
Have just tried it on the latest FS release and it works correctly. Have used sample account A Datum Integration and both was the billing account is correctly populated.
Thanks - I have noticed there is an upgrade 220.127.116.11 I will install that and see if the issue persists.
Currently running 18.104.22.168
That's strange, I'm also on 22.214.171.124
Upgraded to latest version and behaviour is still the same. It is setting Billing Account to Account regardless of whether Billing Account on the Account record is populated or not. So basically behaving as if the Billing Account on the Account is not populated (as the notes on the field say "Account to be billed. If a billing account has been set on service account it will be populated by default. Otherwise, the billing account will be the same as the service account.")
Is it JS populating the field on the form? Could there be an issue there?
Can you share a screenshot of the account form that shows your service account and its related billing account? And double-check whether someone changed the quick create form?
Here is a screenshot - I turned off Quick Create wondering if was to do with the Quick Create form but same behaviour on the Normal Work Order Form
Hmmm, since this is a custom form, can you check the customizing? Does the last control on the form actually refer to the billing account field? Otherwise I'm running out of ideas...
Could you send a screenshot of the Form Properties from your Work Order Form so i can check against mine?
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