Name of Feature/Request: Automatically populate related Task to an Invoice
What financial, time savings, or quality of life improvements will occur from this: : When there is a Task associated to a Sales Order - have the ability to have the related Task populate automatically into a field on the Invoice. | Frequency: Daily | This is a requirement for all of our invoices and takes extra time to add the work order (task) manually and potential for human error. No ability to relate the work order (task) to the invoice.
Attempted Solutions So Far: Created a custom column on invoice and employee manually adds.
We start with an estimate (sales order) and then create work order (task) from the estimate (sales order)
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: : This is a requirement for all of our invoices and takes extra time to add the work order (task) manually and potential for human error. No ability to relate the work order (task) to the invoice. | Previously accomplished: Automatic in legacy system which is very custom
StrivenID: 5864271