Changing what header fields get imported

Changing what header fields get imported

The accounting system has the function to select what fields get imported.

Under 
Setup -> Company Details -> Import Settings



you can select which stage you want to edit.



in the screenshot above you can see that you can choose the stage when you import a QO to invoice.

from this example you can see that the 'Reference' field in the Quotation will be copied to the 'Remark' field of the Invoice.
this means that when i use the import button on the invoice module, the QO that i select will have some fields copied to the invoice.




if i want to change this i can click on edit and select my source and target.




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