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Ramu, Many thanks for the solution and although I omitted to say that I wanted to bill monthly the solution provided works really well and I was able to adapt it to do exactly what I want. Many thanks Duncan

Many thanks for your assistance I finally managed to navigate my way through this and basically got it working by firstly creating a new Cases Custom Form. Then applying this as my first Field in my Case creation. I was then able to add the field Company and the formula {id} which mapped across the Partner record name and…