We are trying suitecrm, but after 3 days i still don’t understand how can import a custom field from accounts to the invoice module and show it on a invoice
im talking about the customer vat code, once we create the field on accounts how can we display the same field on the invoice module and the add it to the invoice?
if you need to show it in the Edit Form, you have to create the field “Vat Code” not only in the Accounts module, but also on the Invoices module, then you can use workflows, or you can do it via code.
Here i show you how to do it thanks to the Workflow module:
You can choose “Run only on Save”
In Conditions you can check that an Account has been selected:
In Actions you have to choose Calculated Fields: