Hi, I’m trying to create invoice when contract status changes to signed in workflow.
The invoice is created but I’m unable to copy prouducts from contract to invoice.
This is my workflow: (img.png)
What fields I need to set to get products from contract in invoice?
I was trying to do the same a few days back. As far as I could tell, AOW isn’t capable of doing this, because line item groups and line items are stored apart (ie. different tables and records) from the invoice itself. I ended up doing custom code to make it happen. While I still need to click a button to create invoice, it will add line items correctly.
Basically you could just study and replicate the Convert to Invoice functionality from AOS_Quotes.