- Navigate to Customization > Workflow > Workflows > New
- Basic Information:
- Name: Enter Source Form SO to Invoice
- Record Type: Select Transaction
- Sub Types: Select Invoice
- Execute as Admin:Enter Checkmark
- Released Status: Select Released
- Keep Instance and History: Select Always
- Enable Logging: Enter Checkmark
- Event Definition:
- On Create: Enter Checkmark
- On View or Update: Enter Checkmark
- Click Save
- Double Click State 1
- Click New Action
- Click Set Field Value
- Basic Information:
- Trigger On: Select Before Record Load
- Parameters:
- Field: Enter Message
- Value: Select Formula
- Formula: Enter {createdfrom.memo}
Note: Change memo to the ID of the preferred field to be sourced from the Sales Order record.
- Click Save