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?
Beginner Asked on March 25, 2020 in Billing.
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)
on March 25, 2020.
Ok, but there’s no native feature?
Try looking into Billing Operation Schedules. If you have this feature in your account it is typically under Transactions> Billing> Schedule Billing Operations. You can create a search for sales orders to isolate just those that will be cash sales.
on March 26, 2020.