Create a New Invoice from a Case Record with the Customer Information Pre-Populated

User would like to create an Invoice from a Case record where the customer information will be pre-populated

To accomplish this perform the following steps:

Part One: Create custom Entity field.

1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.

2. Provide a Label (e.g. Internal ID_2).

3. Set Type to Free-Form Text.

4. Check Store Value.

5. In the Applies To tab, check Customer.

6. Click Save.


Part Two: Perform a Mass Update to copy the value of the Internal ID to the custom field.

1. Navigate to Lists > Mass Update > Mass Updates.

2. Expand General Updates.

3. Select Customer.

4. In the Mass Update Fields tab, locate the custom field created (e.g. Internal ID_2).

5. Check Apply for the custom field.

6. Enter {internalid} in the Formula field.

7. Click Preview.

8. Click Perform Update.


Part Three: Create a custom CRM field.

1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New.

2. Provide a Label (e.g. Customer_InternalID).

3. In the ID field, enter _customer_internalid .

4. Set Type to Free-Form Text.

5. Check Store Value.

6. In the Applies To tab, check Case.

7. In the Display tab, select Hidden in the Display Type field.

8. In the Sourcing & Filtering tab, set the following:

·         Source List: Company

·         Source From: custom field created in Part 1 (e.g. Internal ID_2)

9. Click Save.


Part Four: Create a custom subtab.

1. Navigate to Customization > Forms > Subtabs.

2. Click the CRM tab.

3. Provide a Title (e.g. Transactions).

4. Click Add.

5. Click Save.


Part Five: Create a custom CRM field.

1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New.

2. Provide a Label (e.g. New Invoice).

3. Set Type to Inline HTML.

4. In the Applies To tab, check Case.

5. In the Display tab, select subtab created in Part Four (e.g. Transactions) in the Subtab field.

6. In the Validation & Defaulting tab, set the following:

·         Default Value:

 

<TABLE border=0 cellspacing=0 cellpadding=2> <TR> <TD> <INPUT type='button' class='nlinlineeditbutton' style='' value='New Invoice' id='custinvc' name='custinvc' onclick="document.location='/app/accounting/transactions/custinvc.nl?entity={custevent_custmer_internalid}&whence='"> </TD> </TR> </TABLE>

•  Formula: No

  Note: In Line 7, {custevent_customer_internalid} is the Internal ID of the custom CRM field created in Part Three.

   

7. Click Save.