Copy Custom Field Information for Items from Estimates/Sales Orders to Purchase Orders
I have set up a number of custom fields for my items. As I would like to reduce human error I have made these fields mandatory.
When creating an estimate if I want to select a different option from the drop-down box I can do this and it will copy across to the sales order and invoice but not to the purchase order. This is very problematic when you are selling made-to-order products with customised variations.
Ideally the purchase order should take the manufacturer's item description and pricing but copy across any information from the custom fields in the estimate/sales orders. It does this currently for custom fields set up in preferences but not for those set up for items.
Here's an example:
- I have an item called "Cabinet"
- The item has a custom drop-down field with different cabinet finishes
- I want to make the selection mandatory so I need to select a default option in the dropdown list when creating the item
- In the estimate I want to select a different option - no problem
- The option I select will copy across to the Sales Order and Invoice but the Purchase Order shows the default option - problem!
Another scenario:
- I have a custom text field for my item "Cabinet" for the cabinet colour
- Again I want this to be mandatory so I must type a default colour
- On the estimate I type in a different colour - no problem!
- The new colour copies across to the Sales order and Invoice but the Purchase Order shows the default colour - problem!
I hope you will consider making the custom fields for items retain any information changed/added in the estimate or sales order when converting these to a purchase order.