SECTIONS
You can configure the Billing Document to Sales Invoice or Credit Note integration to create a sales invoice or credit note automatically from a billing document when:
- The billing document becomes eligible for creating a sales invoice or credit note and
- A checkbox on the billing document that triggers the automatic creation is selected.
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:
- Create a custom formula checkbox field which gets selected automatically. For example, if you want to automatically create sales documents only from billing documents that were created from a billing contract, you can create a field with the following formula: ISPICKVAL(fferpcore__DocumentSource__c, 'Subscriptions').
- Create a custom checkbox field which must be selected manually. For example, your business processes might require one role to approve a billing document and decide whether a sales document needs creating, and another role to complete the billing document.
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
To enable the automatic creation of sales documents from billing documents:
- 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.
- 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.