Copy notes from project revenue budget line to invoice notes

​@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
);

I don’t think there is native Checkbox dealing with that, but you can write a Business Event to update the Contents after the new record is saved.

Other option is to customize and have the Notes copying.

There are lots of areas in the system where that is happening, so we should have reference for the Code.

I’ve tried to do a business event, but not sure what trigger to choose that relates to notes, so not sure if this is really doable in business events.

Looks like some sort of Dev work, but could you please send screenshots as well as a starter?

​@MarkD  
Hi, you can customize it using the DAC Note ID, which matches the Note table Note ID. The text can be found in the Note Text field.