Cepheo Subscription invoice process

Arne Kroka Updated by Arne Kroka

Navigate to Cepheo® > Workspaces > Cepheo Subscription invoice process

Subscriptions ready for order proposal

This list contains all subscriptions ready for invoicing.

Click on Create order proposal to create new order proposals.

In the Create order proposal dialog activate Transfer to sales order to automatically transfer the created order proposal to sales orders.
If the Invoice date is not specified in the Create Order Proposal dialog, the system will automatically set it to the current date at runtime.

Subscriptions ready for credit proposal

This list contains all subscriptions ready for crediting.

Click on Create credit proposal to create new credit order proposals.

In the Create credit proposal dialog activate Transfer to sales order to automatically transfer the created credit order proposal to sales orders.

Open order proposal

This list contains all open order proposals.

Click on Create order proposal creates Order proposals.

Click on Transfer to sales order to transfer open order proposals to sales orders.

Open credit proposal

This list contains all open credit proposals.

Click on Create credit proposal creates order proposals.

Click on Transfer to sales order to transfer open credit proposals to sales orders.

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