Within our SANDBOX, we are adding custom fields to the WORK ORDER entity, then also adding the same field to the INVOICE entity. A new 1:N relationship is created in the work order entity and the 2 fields are mapped to each other. The custom fields are identical in size and type, and added to the respective forms. However, it's not working... data is entered into the custom field on the work order, the work is completed, but once it is POSTED to create the invoice, the new field is BLANK on the invoice. Can anyone offer direction?
How do we get data to copy to the invoice? (Secondary Issue, maybe related... How can we get the "related work order" to autofill into the invoice instead of using the "lookup"?)
Thanks in advance!