Proposal for Auto Invoicing

Proposal Summary

This proposal outlines a comprehensive solution for Auto invoice functionality triggered by the status change of item fulfillment to “shipped”.This feature is specifically targeted for the Enduro subsidiary.

Requirement

Enduro Pet Foods-NS-AU would like to Automate the invoice creation process when changing the status of item fulfillment to “shipped”. This feature specifically targeted for the Enduro subsidiary.

Deliverables

• The auto-invoicing functionality will be triggered on changing the status of an item fulfilment to “Shipped”.

• This feature specifically targeted for the Enduro subsidiary.

• Auto invoicing will be a real-time process, at the time the IF is shipped, the invoice record will be created. 

• The script has considered inventory items and other items whose “CAN BE FULFILLED/RECEIVED” is checked.

• The invoice is also created for sales orders that are fulfilled with the status “Shipped” through the bulk fulfilling process.

Assumptions

• If the ‘Show Unfulfilled Items on Invoice’ feature is enabled in an account, but the auto-invoice is created only for the fulfilled items, the invoices are not generated with unfulfilled items.

• This feature specifically targeted for the Enduro subsidiary.

Queries

• Currently, we are not considering invoice creation in advance of fulfillment. Is this part of your business process? If so, we may need to add some additional customization.

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