How to write in a custom datafield from QuoteHed & OrderHed?

[gpayne (Greg Payne)]

There are a lot of threads here about copying info from quotehed to orderhed

Copy UD fields from Quote header to order header when converting quote to order

These are the temporary quote tables - you’re going to want to select one of the temp tables and take the temp table’s values and write them to the actual QuoteHed (or whichever) table (I believe - correct me if I’m wrong Aaron )

Any way to copy UD fields from quote to order without code?

In the Advanced BPM Embedded Education course there is a workshop that uses “Fill Table By Query” and “Invoke BO Method” which is what you’d want to use in an MT environment as they are purely wizard driven events. [image] EDIT: There is another post from last year that discusses update table by query with a couple of working examples: