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Auto Fulfill, Bill and Accept Payment

edited Nov 25, 2019 10:45AM in Accounting / ERP 16 comments

I have looked everywhere for this, thought it would be quite common.

We have certain orders which can automatically be fulfilled, billed and accepted payment (these can be filtered easily by department).

I tried using a workflow for this, but i get stuck on the "workflow actions".  I tried "create record" and item fulfillment is not in there.

Is there an easy way of automating the Fulfill>Bill>Accept Payment when a certain sales order comes in?

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