Requirement
Ameda, Inc. requires automating invoice creation for sales orders generated through CSV imports.
Process
We will create invoice automatically for the sales orders created using CSV import.
We will incorporate a new checkbox field into the sales order record.
The checkbox will be labeled ‘Auto Invoice’ and will be used to identify sales orders requiring automated invoicing.
We will introduce a new column in the CSV import template for the ‘Auto Invoice’ field. This column can be mapped to the field ‘Auto invoice’.
When this field is checked for a sales order, the invoice will be automatically generated for that order.
We will consider only the sales orders with the checkbox ‘Auto Invoice’ marked as true for auto invoicing.
As the sales orders for non inventory items are created using CSV import, we only consider non inventor items for the auto invoicing.’
Assumptions
We assume that for sales orders requiring automated invoicing, the checkbox ‘Auto Invoice’ will be marked as true.
We assume that sales orders with non-inventory, service items will be created via CSV and only these items require Auto invoicing.