Skip to main content
Solved

Prefilling Invoice UDFs from Customer Contract Attributes in Acumatica

  • January 28, 2026
  • 6 replies
  • 36 views
R
Freshman I

Hello Acumatica Community,

Is there a way in Acumatica to default or prefill User-Defined Fields (UDFs) on the Invoices and Memos screen with values from Attributes defined on the Customer Contract?

Specifically, when a Contract ID is selected on the invoice, can the system automatically pull the corresponding Attribute values from the Customer Contract and populate them into UDFs on the invoice?


​​​​
The Values below have been filled manually; I would like the system to prefill the attribute values from the customer contract screen? Kindly suggest if there is any way if it is possible.

 

Best answer by Manikanta Dhulipudi

​@rohitr21 You can either check with your development team via customizaitons, Just pull the atrribute data and update the invoice under UDF Fields.

6 replies

H
Jr Varsity II
Forum|alt.badge.img

​@rohitr21  You look into the ContractID field update on ARInvoice and:

  1. Read the Attributes from the Contract

  2. Map them to your Invoice UDF fields

  3. Set the values programmatically
    Trigger on ContractID FieldUpdated
     Pull attributes via CSAnswers
     Map to ARInvoiceExt
     Use SetValueExt

    Manikanta Dhulipudi
    Captain II
    Forum|alt.badge.img+16

    ​@rohitr21

    Create a Generic Inquiry (GI) to list all invoices along with the attribute value date.

    The attribute value date should be pulled from the Customer record.

    Once this new GI contains these values, configure a Business Event to read data from the GI and update the attribute value when the invoice status is Issued or Balanced.

    Invoice Attribute 1 Attribute 2
    Invoice Attribute 1 Attribute 2

     

    Acumatica Functional Consultant & Customer Experience Supervisor
      R
      Freshman I
      • rohitr21
      • Author
      • Freshman I
      • January 29, 2026

      ​@HarikanthMantri , thank you for the suggestion. I’m possibly exploring options without a customization .

        R
        Freshman I
        • rohitr21
        • Author
        • Freshman I
        • January 29, 2026

        ​@Manikanta Dhulipudi , this looks like good suggestion. But the idea is to pull the attributes from the Customer Contracts screen, when we activate the contract or run the billing from the customer contract screen, ideally the attributes created on the Customer contract screen should automatically populate on the UDF’s in the invoices and memos screen, would that be possible?

          Manikanta Dhulipudi
          Captain II
          Forum|alt.badge.img+16

          ​@rohitr21 You can either check with your development team via customizaitons, Just pull the atrribute data and update the invoice under UDF Fields.

          Acumatica Functional Consultant & Customer Experience Supervisor
            R
            Freshman I
            • rohitr21
            • Author
            • Freshman I
            • January 29, 2026

            ​@Manikanta Dhulipudi thank you for the suggestion .

              Terms & ConditionsCookie settingsAccessibility statement
              About Acumatica ERP system
              Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
              © 2008 — 2024  Acumatica, Inc. All rights reserved