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How to show Field from Quotes to Sales Order to Project

edited Jun 2, 2025 2:38PM in Ask A Guru 4 comments

We have a couple specific fields that are captured on the quote transaction record. It is a drop down list. Once that selection is made, I would like the same field value to push to the Sales Order when created and then to the Project when it is created off the Sales Order. How do I accomplish this?

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