Hi I am trying to create an estimate / quote. If I do

Record.Type.INVOICE

every field looks OK, but if I use

Record.Type.ESTIMATE

then “Bill To”, “Ship To”, “Notes”, “Payment Method” and others are missing. But the items, price etc is still there Looking at the Record Browser, Invoice and Estimate seems to have mostly the same fields. What am I missing?

I would first check in the interface to see if these fields are hidden or available when creating estimates. Maybe the fields are hidden on the Custom Transaction Form.

A lot of transaction fields like these are not available on an estimate. There is a long list of them that you have to create as custom fields if you want to store them, and then have some scripted process populate on the sales order if the estimate is ever processed.

Thanks. That sound right. I don’t know much about custom transaction fields. I will read up on it. Thanks again 🙏