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Few fields on Sales invoice generated from Sales Contracts — Cloud Customer Connect
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Few fields on Sales invoice generated from Sales Contracts

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Below are some of the fields on the Sales invoice generated from the contract:

  1. Document Subtype on the Invoice Header
  2. Product Category, Product type, and User Defined Fiscal Classification event level.

We want to get these fields defaulted on the Sales invoice based on the contract or events so it hasn't to be added manually for each of the sales invoices generated.

Note: We are not using Order Management.

And is there any way in which the status of the sales invoice which will be interfaced to Receivables can be controlled? We want to have the status of the invoice which would be imported from PPM Contracts to receivables as Incomplete.

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