Public Notes are not transferred to invoices
Public notes in proposals are not taken over for invoices. They show up find in delivery notes.
We use them to track customer order references that need to show up on all documents related to an order.
Create a new invoice from an order. The public notes need to be added manually.
Did I understand correctly that you expect a public note to propagate from proposal->order->invoice and end up in the pdf-export of the invoice? If yes, where does the propagation fail? proposal->order or order->invoice?
That's correct. It fails on the propagation to invoice, regardless of from where I create the invoice.
proposal -> order is fine
order -> expedition is fine
order -> invoice fails. It is not in the invoice and subsequently not in the pdf
expedition -> invoice fails. It is not in the invoice and subsequently not in the pdf
Would you like to take a look at the code of the order card in action section and see if you can spot where it is missing?
I'm afraid I don't know where to look. I did have a quick look at the php code but my php knowledge is to limited to find the right spot.
Each object has its own public note that differs. The public note is not propagated by default.
Hi Laurent,
the public not propagates fine from proposal to order or delivery. The only step it does not propagate through is to the invoice.
Can this be defined somewhere? I'm not aware I changed anything to have it propagate in the other step.
Regards
Andreas
I think we should change that @eldy and always propagate it. Are there any downsides to doing to hat?