When transforming a sales order to an invoice what changes to the invoice will cause the createdfrom to removed from the invoice record on the save.?

AI generated answer (using internal Slack threads):

When transforming a sales order to an invoice, the

createdfrom

field on the invoice record is automatically set to link it to the sales order. However, certain changes to the invoice can cause this link to be removed upon saving the invoice. These changes include: 1. Changing the customer: The

createdfrom

link is based on the customer associated with the sales order. If the customer on the invoice is changed, the link to the sales order is broken. 2. Modifying line items: Removing line items from the invoice and adding them back can also break the

createdfrom

link. This is because the link is also based on the items in the sales order. If the items on the invoice do not match those on the sales order, the link is removed. To prevent this from happening, you can restrict users from making these changes to invoices. For example, you could disable the ability to change the customer or line items on invoices. Alternatively, you could use a checkbox on your sales order to allow users to create the invoice via a record transform, and then not let them actually have edit rights to invoices. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******