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Question

Where does the contact pull from on an customer invoice when coming from a service contract (Invoice plan details screen)?

  • August 12, 2024
  • 1 reply
  • 36 views

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Currently, when we create an invoice from the service contract, the contact isn’t pulling onto our invoice. The data pulls from the contact from the customer order screen (Involved parties tab in Aurena).  However, that has to be manually populated every time the invoice is created for a service contract on the invoice play details screen.  

Where should the contact auto pull from to populate the customer order screen or should we pull that info onto the invoice from a different spot? 

 

 

Marcel.Ausan
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • August 13, 2024

@mmullozzi normally the customer refernce data in Customer Order will be pulled from the Customer COntact defined in the Sales Address Information tab of the Customer Address. Then as soon as a CO is created, that contact will be pulled through on the Reference field inside the CO → and will later on be pulled into the Customer Invoice as well.

 


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