Does anyone know if it's possible to create an invoice from a Sales Order that hasn't been approved yet? Asking for a friend 😕
j
Jim Ballengee
06/19/2019, 4:03 PM
I think you could create a Workflow with the workflow type of Transform Record, to create an Invoice with the data from the Sales Order.
k
Kman
06/19/2019, 5:56 PM
@Ricardo seems a bit odd that you would want to create an invoice for a sales order that isn't approved? is there a reason why you want to do this?
r
Ricardo
06/19/2019, 6:53 PM
@Kman There is a very specific and restrictive scenario where this could take place. however, we've discovered a different approach that gives us what we need without violating the "approval" process. Thanks.