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Update "Terms" on Quote

edited Mar 18, 2021 8:22PM in Ask A Guru 3 comments

We have an instance where a customer's terms were changed, even if they had Open Quotes/Estimates and so even if the Terms were updated on the Sales Order, they ultimately came through incorrectly on the Invoice because the Terms on the Quote are still the old value.

Is there a way to update those Terms on the Quote so they pull through correctly when it's eventually converted upon? Or perhaps a workflow/script to correct those on the Invoice?

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