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Want to make a "New Invoice" button from the Customer page

Question asked by JenwaBeaupre on Apr 10, 2012
Latest reply on Apr 10, 2012 by philmodjunk

Title

Want to make a "New Invoice" button from the Customer page

Post

Hello!

 

I want to search and pull up a customer page and then on the customer page, hit a button that makes a new invoice with their info all plugged in to the invoice. 

So far, my button opens a new invoice. 

How do I get it to plug in the relevant customer info? Specifically, how do I build this script in the correct order? 

So far it reads:

 

Set Variable [$Customer ID; Value:Customers::Customer ID]

Go to Layout ["Record Detail-Invoices" (Invoices)]

New Record/Request

Set Field [Invoices::Bill To Customer ID]

 

So what should I change or add to make it do what I want?

 

Thanks!

Jenwa

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