Insert field form account to quote

[rapon]

Hello,
I would need to enter account information into quote / order. Depending on the selected account, pre-fill payment terms, etc. I tried it through the workflow, but there I cannot insert the item from accounts into the quote module. Please, give me an advice. Thank you.

[AlxGr]

You should try to use a before save LogicHook. From there you can retrieve the account bean using the id and assign the values from account into your required fields from your current module.

Check this post for some ideas:

Showing fields from related module in detail view

Hello, Celso, Thank you again, just got the chance to test your latest code, it seems only working under if Module B is a “PARENT” of Module A, I mean, for example, module B has a one-to-many relationship w/ Module A, because, currently, I am trying to grab something from A and display to B, it is not working.

Documentation is best place to start:
https://docs.suitecrm.com/developer/logic-hooks/
https://docs.suitecrm.com/developer/working-with-beans/

Thanks,

AlxGr