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How to set a field value on a Sales Order if an Invoice is created?

edited Jun 2, 2025 2:40PM in Ask A Guru 11 comments

Hi

Is it possible to set a field value on a sales order if the user presses the native 'bill' button on the sales order and creates an invoice?

I am able to do this with a record transform action on a workflow


Though I was wondering if there is a way to do this when the user creates an invoice from a sales order through the UI?


Thanks

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