Thank you again. Just to update this, the problem was that the packaged had been installed for administrators only, so our other user profiles did not have access to the fields installed by DBsync. All sorted now with the help of Ullas.
Thanks for this, and many apologies for the time it has taken me to come back to you. It’s now time to look at this in more detail.
I understand also that to achieve this, I also need to upgrade DBsync to your enterprise version, which I have now done.
So, that’s for the example. FOrgive me, but I am not a programmer and need a little more help.
Where exactly do I need to put the information?
Presumably, I need to do the following:
1. Edit the Opportunity to Invoice Process, and first update the Trigger to select the Salesforce custom fields that I wish to include on the invoice?
2. And then, add the XML somewhere.
I kind of understand the XML you’ve provided as your explanation is very clear.
I’m just not clear where I need to add this XML. Would you be kind enough to clarify please?
