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How to copy the value of a Search Field on Sales Order to a Stored Field on the created Invoice?

edited Jun 2, 2025 2:31PM in Ask A Guru 4 comments

I have a field updated by a search as a custom field on the sales order. I want to save this value as a stored value when an invoice is created from that sales order. Can I do that through a workflow?

Betsy Vance, Versare Portable Solutions, Minneapolis MN

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