Invoicing in CRM from CRM Sales Orders

(0) Share

Report

Posted on by tuscaroratech

155

Can anyone confirm if the following is possible out-of-the-box?

Generate an Invoice in CRM from a Sales Order. Then lock down the line items on the Sales Order at the time of invoicing so that if another line item is added to a sales order and a new invoice is created, the new invoice only has the in-invoiced sales order line items?

Thanks!

*This post is locked for comments

I have the same question (0)

All responses (2)

Answers (1)

Verified answer

Alex Fun Wei Jie 33,628 on at

Like (0)

Report

Hi,

this is not from out of the box, you have to create some plugin or workflow to handle this situation.

Was this reply helpful? Yes No
Suggested answer

tuscaroratech 155 on at

Like (0)

Report

Thanks, I thought this was the case but I wanted to make sure I wasn't missing something.

Was this reply helpful? Yes No