<  sales-order

How can I transfer a custom field from sales order to invoice?

Let’s consider a scenario here,
You have a custom field for a Purchase Order number in your Sales Order. Now, you wish to have the PO number transferred into the invoice when you convert the Sales Order into an invoice.

Convert SO to Invoice

  • Considering that your business needs to have a PO number in both the sales order and invoice, let’s create a custom field called ‘PO Number’ in both sales order and invoice. To create a custom field,
    • Navigate to Settings -> Preferences -> Sales Order.
    • Under Custom Field section, add a custom field with the name PO Number.
    • Navigate to Settings -> Preferences -> Invoices.
    • Under Custom Field section, add a custom field with the name PO Number.
  • Now setting up Custom Field is done for both sales order and invoice.
  • Now create a sales order and enter the PO number detail in the PO Number field and save it.
  • Convert the sales order into an invoice by selecting the Convert to Invoice option present on top of the sales order window.
  • You will be able to see the PO number detail in the converted invoice.

Note: For any custom field transfer between a sales order and an invoice, you need to create the custom fields for both the modules. It is mandatory.


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