1 Reply Latest reply on May 11, 2011 11:26 AM by philmodjunk

    Button copy quote to invoice



      Button copy quote to invoice


      how to make a scrip/ Button copy quote to invoice .how can i make sure that no changes are made to the product table when i creating quotes 

      do i need to link the quote table with the invoice table ? 


        • 1. Re: Button copy quote to invoice

          Can't see your screen shot. My browser is acting a bit wonky so it may be my browser that's causing the problem here.

          Some people use the same table for invoices and quotes. They add a field that labels a given record as one or the other and then they use a duplicate record script when they want to use a Quote record to start a new Invoice Record.

          Don't see how creating a new quote record, no matter what method you use, could affect the records in the products table as this should be a separate table, but then I might understand if I could see your tables and relationships.