RE: Source a invoice record field into customer record field

How to source custbody field from invoice record to custentity field of customer

sree2728 Rookie Asked on May 24, 2023 in How To's.
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1 Answers

Hi,

You would not normally do this as the relationship from invoice to customer is many-to-one.

In theory, you could set the field based on a saved search but I’m struggling to see a use case for this.

Could you please explain further?

Thanks,

Chris

Advanced Answered on June 1, 2023.
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