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How do I update a related field using Process and Flow...My flow doesn't work...Flow is included here.
Thanks for your help in Advance.
We have the following Custom objects:
1. VBS Sales Order
2. Invoice
For instance: 13478-1, 13478-2, and they are related to S0# 1
I import the Sales Orders and Invoices nightly. I currently link the Invoice and Sales Orders together based on code I wrote for the batch file.
Wanted:
My boss wants to see the Invoice totals (Revenue, Margin) on the Opportunity. In this instance, we would show the totals for all invoices based on the related Sales Oder #. For example, 13478-1, 13478-2, etc
How can I get the Invoice totals onto the opportunity based on the Related Sales Order #.
All suggestions are welcomed. This is an inherited system.
I have 2 Custom objects (Invoice and VBS_Sales Order) related through Lookup field. I want to be able to lookup all Invoices tied to a Sales Order.
Process – I pass in the VBS id to a variable (VBSID). The process starts
We have the following Custom objects:
1. VBS Sales Order
2. Invoice
- Lookup related Sales Order via Lookup field
For instance: 13478-1, 13478-2, and they are related to S0# 1
I import the Sales Orders and Invoices nightly. I currently link the Invoice and Sales Orders together based on code I wrote for the batch file.
Wanted:
My boss wants to see the Invoice totals (Revenue, Margin) on the Opportunity. In this instance, we would show the totals for all invoices based on the related Sales Oder #. For example, 13478-1, 13478-2, etc
How can I get the Invoice totals onto the opportunity based on the Related Sales Order #.
All suggestions are welcomed. This is an inherited system.
I have 2 Custom objects (Invoice and VBS_Sales Order) related through Lookup field. I want to be able to lookup all Invoices tied to a Sales Order.
Process – I pass in the VBS id to a variable (VBSID). The process starts