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June 6, 2023

Expanded Quote and Sales Order Custom Field Mapping

Sales Orders

If you set up a custom field with the same type and name on an Item, Quote Part Line Item, and Sales Order Line Item, the value set for the custom field on the item page will now be carried over to the Quote or SO anytime this item is added to those documents.

  • The mappings today include the following, with more to follow:
  • Item -> Quote Line Item
  • Item -> SO Line Item
  • Quote -> SO
  • Quote Line Item -> SO Line Item
  • SO Line Item -> Job