REQUIREMENT
Is it possible to add a variable field to the Sales Order / Invoice Memo field?
We create Sales Orders that cover monthly billing for an annual support contract. Each month, when we create the Next Bill, we have to update the Memo field to reflect the current month. Is there a way to add a variable for the ${month} ${year}?
SOLUTION:
You can create a workflow to dynamically set the Memo field value on an invoice when it is created from a sales order using the Next Billing option.
To achieve this, configure a Set Field Value action in the workflow and use the following formula to populate the Memo field: CONCAT(‘Monthly Firm Support – ‘, TO_CHAR({trandate}, ‘Month YYYY’))
This formula will append the text “Monthly Firm Support – “ followed by the transaction date in the format “Month YYYY” to the Memo field.