Action: Copy line item field (InvoiceRules plugin)

Configure this action option to process invoices in a certain way when specified conditions are met when using the InvoiceRules plugin.

Do the following to copy the value of one specific line item field to another line item field on the same row, based on the field type:

  1. When configuring what actions to apply to a rule, select Copy line item field.
  2. Under Source line item field type name, select the field type that specifies from which field the source value is copied. Note that this is the field type, not the field name. To find the field type, double-click the field in the invoice profile and view the General settings. You can either select a standard field type from the box or type in a custom field type if you have one.
  3. Under Destination line item field type name, select the field type that specifies to which field the source value is copied. Note that this is the field type, not the field name. To find the field type, double-click the field in the invoice profile and view the General settings. You can either select a standard field type from the box or type in a custom field type if you have one.
  4. Select Only copy if the destination field is empty if you only want to copy values if the destination field is empty. If not selected, values are always copied.
  5. Select Set as complete to set the destination field status as complete. If it is not selected, the destination field has the same status as the source field.
  6. Click OK.