Question

o Stage billing - template

  • 25 January 2023
  • 1 reply
  • 55 views
O
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      • What are the proper steps to set-up Stage billing on a CO
        • Can you add a template at the header and update the existing CO lines automatically?

These are the few question I have ; if someone can help. Thanks Team 

1 reply

R
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Yes. Once the stage billing template is set up. First you need to attach it to the Customer order header and the CO lines entered afterward will get the same stages defined for them automatically. (Make sure the lines are added after defining the stage billing template in the header.

IF already CO lines existed when attaching the template, those will not have it fetched.

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