Keep description when change the line item
I have some invoices I just duplicate. After duplicate, I want to change the item but still keep the quantity, sales description and rate the same.
Is that possible to do so? Because whenever I change the item, it clears out the existing description.
I cannot say this 100% for a fact, but I am pretty sure that this is not possible with native functionality. There might be other solutions that lead to where you need to go but your process would need to change.
Well the description is attached to the item, the rate and those other fields are attached to the item you created. Changing these fields to blank values on an item level may help you achieve what you want but when you change the item it will bring all details of the updated item over.
You could write code to do this but it would be pretty difficult to deploy it only in certain circumstances. As in, it would either always trigger when you modify the line or never trigger, not easy to do something in between.
Thank you for all the inputs. I also think about writing custom script but as it’s difficult to deploy, I might not going that route.
I used Quickbooks before moving to Netsuite. In Quickbooks, when you change the item, it will ask whether you want to keep existing descriptions or populate the pre-defined descriptions.