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en:extensions:workflowdesigner:tasks:inventory:create-invoice [2014/10/15 13:03] swarnat |
en:extensions:workflowdesigner:tasks:inventory:create-invoice [2021/09/19 23:28] (current) swarnat |
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====== create Invoice/Quote/SO ====== | ====== create Invoice/Quote/SO ====== | ||
- | + | https://manuals.redoo-networks.com/wiki/manuals/view/Workflow%20Designer/Workflow%20Actions/Inventory%20Actions/create%20InvoiceQuoteSO/# | |
- | The default behavior of this task is equal to the [[en:extensions:workflowdesigner:tasks:record-management:set-value|set value]] Task. | + | |
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- | This task could be create Invoices, Quotes, ... with selected Products. You could specify all values of these modules, like item/group tax or discount. | + | |
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- | All other settings are equal to the default record creator. | + | |
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- | You could select all products you have created in your vtigerCRM system. Also you could generate the product_id with a custom function. (Services are not supported at the moment) | + | |
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- | ==== Special Environment variables ==== | + | |
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- | The fields inside every product have special environment variables to get the default values from the products. Fields with this feature are marked in the image below this text. | + | |
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- | {{:en:extensions:workflowdesigner:tasks:inventory:product_fields.jpg?direct|}} | + | |
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- | following array to get values from ALL fields inside the product module of the selected module. | + | |
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- | $env["product"]["..."] | + | |
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- | For example you could use | + | |
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- | $env["product"]["unit_price"] | + | |
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- | to calculate with the default Unitprice of the product. | + |