Billing Document to Sales Invoice Admin Fields

Use the fields in the Billing Document to SIN or SCR Admin page to configure the Billing Document to Sales Invoice or Credit Note integration. For more information about the integration, see Billing Document to Sales Invoice or Credit Note Integration.

Field Description
Additional Eligibility Field The name of the field on the Billing Document object used to determine whether a sales invoice or credit note can be created from the billing document. The field is used in addition to the default eligibility criteria. When this value is blank, only the default criteria are applied. The default value is blank.
Auto-Create Invoice or Credit Note The name of the field on the Billing Document object used to determine whether a sales invoice or credit note is automatically created from the billing document when it becomes eligible. When this value is blank, sales invoices and credit notes are not automatically created from billing documents. For more information about how to use this field, see Setting up Automatic Creation of Sales Documents from Billing Documents.
Billing Document Line Synchronous Limit Maximum number of billing document line items in a billing document that can be processed synchronously. If the number of lines in a billing document is greater than this number, the billing document is always processed asynchronously in the background when creating a sales invoice or credit note. The default value is 300.
Validate Company on Billing Document

When selected, the Company field must be specified for a billing document before it can be completed. In addition, the company must be linked to an Accounting company. This validation is also applied when creating a sales invoice or credit note from the billing document.

If you disable this validation and the Company field is not populated for a billing document, the sales document is created for the user's current Accounting company. This is selected by default.
Auto-Post Invoices or Credit Notes If selected, all sales invoices or credit notes created from the billing documents are automatically posted in Accounting. This is deselected by default.

For more information about each field, see Billing Document to Sales Invoice Admin Fields.