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Question

Copy notes from project revenue budget line to invoice notes

  • January 21, 2026
  • 1 reply
  • 16 views

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Hi, is it possible to automate the copying of notes from revenue budget line of a project to Invoice when running project billing? Do you think this can be done via business events?

 

Saw the post below

Want this note to appear on Invoices
Notes to appear here

1 reply

@MarkD No, Business Events are not suitable for this. But  it is possible only via
1.Customization on BillingProcess graph extention.
 

2️.Intercept invoice line creation

Look into:

PMTran creation

OR ARTran insertion (preferred)

At this point, Acumatica still knows:

Project

Task

Cost Code

Inventory

Revenue Budget Line

3.Locate the Revenue Budget line

Query:

PMRevenueBudget
Matching on:

ProjectID

TaskID

CostCodeID

InventoryID

This is deterministic during billing.

4️.Copy the Note

Use Acumatica’s Note API To Copies notes only

PXNoteAttribute.CopyNoteAndFiles(
    sourceCache,
    revenueBudgetRow,
    targetCache,
    arTranRow,
    copyFiles: false,
    copyNotes: true
);

Including Files Use below code
PXNoteAttribute.CopyNoteAndFiles(
    sourceCache,
    revenueBudgetRow,
    targetCache,
    arTranRow,
    copyFiles: true,
    copyNotes: true
);