Setting up Automatic Creation of Sales Documents from Billing Documents

You can configure the Billing Document to Sales Invoice or Credit Note integration to create a sales invoice or credit not automatically from a billing document when:

You must identify the billing document checkbox that will trigger the automatic creation in the Auto Create Invoice or Credit Field custom field in the Billing Document to Sales Invoice custom setting.

If you want to create invoices and credit notes as soon as billing documents are completed without additional criteria, you can specify the existing checkbox field Auto Create Sales Invoice or Credit Note. This formula checkbox field is selected automatically when the Document Status field is set to "Complete".

If you want billing documents to meet additional criteria before sales invoices and credit notes are created, there are two ways you can add a checkbox to be the trigger:

Whichever option you choose, you must specify the API name of the checkbox field in the Auto Create Invoice or Credit Field custom setting field. For more information about the custom setting, see Billing Document to Sales Invoice Custom Setting Fields in the Accounting Help.

To enable the automatic creation of sales documents from billing documents:

  1. Decide which field on the Billing Document object you want to use to control the functionality. If required, create a custom checkbox or formula checkbox field.
  2. Enter the API name of the field on the Billing Document object in the Auto Create Invoice or Credit Field custom field in the Billing Document to Sales Invoice custom setting. For example, enter c2g__AutoCreateInvoiceOrCreditNote__c.
Warning:

The field that you specify must be a checkbox or a formula checkbox.