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Bulk Materials Ideas

Idea and discussion portal for the bulk materials product line. Users may submit, view and vote on ideas submitted by all users.

Status Reviewing
Categories Office System
Created by Justin Higdon
Created on Jan 3, 2019

"Tax Exempt" field not flowing from Customer->Quote or Order when using Wizard to create these records

Apex is not set-up to allow the "Tax Exempt" field on the customer record to flow down to the Quote or Order if the Wizard is used to create those records. However, if a standalone Order is created (without being tied to a Job or Quote/using the wizard) the "Tax Exempt" field on the Order is automatically filled in when the Customer (with a "Tax Exempt" number) is added to the Order. 

 
I already spoke to JWS on this issue and Case # 1334414 has been assigned to it.
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