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• And more!
Check out this thread to learn more!
Invoice Sales Effective Date
I know the "Sales Effective Date" determines which commission plan and historical sales team this transaction applies to.
When Opportunities transform to Quotations, then Sales Orders then Invoices, fields are populated from the preceding document. This is true and consistent with the exception when I populate the Sales Order>Sales Effective Date. The Invoice created from the Sales Order does NOT pick up the Sales Order Sales Effective Date.
This Sales Effective Date has to manually be added to each invoice.
I see there is a SuiteIdea #191593 to Be able to automatically copy Sales Effective Date from Sales Order to Invoice. but it only has 8 votes and has no comments.
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