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Copy Project Info from order header to Order lines in the Sales Order

Received Response
edited Feb 22, 2020 1:02AM in Order Management 3 comments


How to enter project info at Order header and then cascade it all the way down to lines


Hello All,

    I can enter Project, Task info at the line level. My customer has like 10,000 order lines. They want an easier way to update the project and task for sales order lines.

   I tried the update lines button for the Sales order line. Using that I can update ship-to details, invoicing details, etc. But I do not see any project, task in the list of values. Will this be a roadmap item?

    Is there a way, the customer can enter the Project and Task at a user created EFF at order header. Can then be cascaded to Project and Task at the line level through the EFF extension?

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