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Auto Populate Project Info on Invoice - Location, Class and Department

edited Jun 2, 2025 2:30PM in Ask A Guru 3 comments

Hello.

Does anyone know any easy way to automatically copy Location, Class and Department information from Project to an Invoice? I am able to automatically copy custom fields using transaction body and line fields once the Project is selected on the invoice. I am unable to do the same for Location, Class and Department as they are not custom fields on the invoice form. I am not able to set a source for the fields. Our users are complaining that they are having to re-enter all the information on an invoice.

A non-scripting solution will be appreciated.

Thanks.

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