I want to connect following docuemtnst to each other.
Project
Purchase order,
Expense
Invoice,
Payment.
it seems possible by project, but in the project client is a must.
for example, I buy something and sell it. but when was buying, I didn’t know the client.
it can be named az DEAL.
create DEAL, and attach all entities to there. ( Invoice, Payment, Quota, Credit,Project,Tasks, Purchase order, Expenses transaction…)
in addition API, getDeal includes all entities,
I am doing it with custom field, it that case I do get all entities one by one, and filter them by custom field to understand which records are related to each other.
The project is client-oriented.
at the point of starting, while I am creating the PO, I don’t know which client I will sell this good.
and it is not possible to create a Project without a client.
P.S. That verification is not working in React UI. it is possible to select client A in the purchase order(+ invoice ), then Project of Client B in the project field. ( I am not sure if it saves or not, but selection is possible. )
Then there is an other challenge,
is it possible to filter invoices for the custom fields or with any other fields, instead of getting all invoices and filtering them.?
