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.
Add Comment
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.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.