RE: Automate Cash Sale Creation

Is there a native feature to automate the creation of cash sales from sales orders on a set schedule now, or does this need to be done with a script?

mmascitto Beginner Asked on March 25, 2020 in Billing.
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2 Answers

You could do this with workflows. Use the “transform record” action – it needs to run on the sales order itself. You can do this as a scheduled workflow, or as an aftersubmit (if you wanted it done on creation)

 

Advanced Answered on March 25, 2020.

Ok, but there’s no native feature?

on March 25, 2020.
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