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Suggested answer

Sales order link copied to sales invoice

Posted on by 174
Hello experts, 
 
Is there a way to copy the sales order links to the posted sales invoice when it gets posted? 
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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 62,411 Super User on at
    Sales order link copied to sales invoice
    Hi, Saurav is right, this is a standard feature.
     
    Hope this helps as well.
    Thanks.
    ZHU
  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 12,715 User Group Leader on at
    Sales order link copied to sales invoice
    Hi,
     
    To Copy Links from Sales Order to Posted Sales Invoices and Enable - "Copy Comments Order to Invoice".
     
    With this system copies comments and Record Links.
     
    There is code in Sales-Post (as shown below)  - 
     
     
    Regards,
    Saurav Dhyani
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 6,056 Super User on at
    Sales order link copied to sales invoice
    Ah ok got it. In that case, it should work out of the box. I just tested and it sent the link I had added from the sales order to the posted sales invoice.
     
  • LF-16052033-0 Profile Picture
    LF-16052033-0 174 on at
    Sales order link copied to sales invoice
    I'm referring to the links under the Attachments fast tab. 
     
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 6,056 Super User on at
    Sales order link copied to sales invoice
    Are you referring to copying the sales order URL? If so, its not something the system can do, and its also not possible as the sales order is deleted after its fully invoiced.
     
    If you're referring to the copying the sales order no., the system will already do this. If you post the invoice directly from the sales order, then on the posted sales invoice the Order No. field is the sales order no.
     
     
     

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