Configuring Billing Document to Sales Invoice Settings

The Billing Document to Sales Invoice custom setting enables you to change the behavior of the Billing Document to Sales Invoice or Credit Note integration. Using the custom setting fields, you can configure the following:

• Maximum number of billing document line items that a billing document can contain and be processed synchronously.
• Whether a billing document can be completed without a company.
• Additional eligibility criteria for running the integration. For more information, see Setting up Automatic Creation of Sales Documents from Billing Documents.
• Which field controls the automatic processing functionality. For more information, see Configuring an Additional Eligibility Rule for the Billing Document to Sales Invoice or Credit Note Integration.

To create a new custom setting record:

1. From Setup, click Custom Code | Custom Settings.
2. Next to Billing Document to Sales Invoice, click Manage.
3. Click New.
4. Populate the fields according to your requirements. For more information about each field, see Billing Document to Sales Invoice Custom Setting Fields.
5. Click Save.