Calling the Account fields on the Invoice, Not of the INVOICE OWNER, but the Parent Account.
On the occasion of transfering the Invoice ownership to another account, but, still needing the information of the Contact details on the Account in which it was created, is the scenaario.
We have a Commission Agent who deals with two customers - A and B. The payment of both the Accounts is handled by the Agent. Hence, BillTo is his address, but, Sold To is the address of A or B.Considering A, B and Agent are all different Accounts.
We are interested in calling a few custom fields from the respective Accounts (Primary owner and Invoice Owner) on the Invoice.
How do we handle this instance?
Thank you for your time! 🙂