Setting up Automatic Creation of Sales Documents from Billing Documents

You can configure the Billing Document to Sales Invoice or Credit Note integration to create a sales invoice or credit note automatically from a billing document when:

• The billing document becomes eligible for creating a sales invoice or credit note.
• Select the value from the Auto-Create Invoice or Credit Note Field and it will automatically create a sales invoice or credit note.

If you want billing documents to meet additional criteria before sales invoices and credit notes are created, you can select a value from the Additional Eligibility Field. For example, your business processes might require one role to approve a billing document and decide whether a sales document needs to be created and another role to complete the billing document.