Configuring an Additional Eligibility Rule for the Billing Document to Sales Invoice or Credit Note Integration

The Billing Document to Sales Invoice or Credit Note integration validates billing documents before processing them. This ensures that sales documents can only be created from eligible billing documents. If a billing document is not eligible and a user clicks on the Create Sales Invoice or Credit Note button, an error message displays to help the user make the record eligible. In addition, the record is excluded from scheduled executions and automatic processing.

By default, a sales document can be created from a billing document that:

  • Has the Document Status field set to "Complete".
  • Has the Company field populated with a Foundations company that is linked to an Accounting company. Note that you can disable this validation by deselecting the Validate Company for Billing Document custom setting field. For more information, see Configuring Billing Document to Sales Invoice Settings.
  • Contains at least one billing document line item.
  • Was not posted to Accounting and is not linked to a transaction.
  • Has the Sales Invoice or Credit Note Created field deselected.
  • Has the Accounting Data Archived field deselected.

You can define an additional eligibility rule that is applied in addition to the default criteria. For example, you might have a custom checkbox field on the Billing Document object that determines whether a sales document can be created from it. Alternatively, you might have a formula checkbox field on the Billing Document object that is automatically selected when the billing document is eligible.

To configure a custom eligibility rule:

  1. Create a checkbox or a formula checkbox field on the Billing Document object.
  2. Enter the API name of your custom field in the Additional Eligibility Field custom field in the Billing Document to Sales Invoice custom setting.
Warning:

The field that you specify must be a checkbox or a formula checkbox.