Brug forløbet Bestilling til faktureringsplan til automatisk at generere faktureringstidsplaner og faktureringstidsplangrupper fra bestillingselementer, så snart bestillinger aktiveres.
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Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise, Unlimited og Developer Edition med omsætningsstyring
Gem en version af det køreklare forløb Bestilling til faktureringsplan, og aktiver det. Når du duplikerer forløbet, anbefaler vi, at du inkluderer Tilpasset i navnet for at skelne det fra forløb, der er klar til brug.
Når en bestilling aktiveres, udløses to forløb – Bestilling til aktiv og Bestilling til faktureringsplan. Forløbet Bestilling til faktureringsplan genererer derefter en faktureringstidsplangruppe og en faktureringstidsplan for bestillingen.
Bemærk Som en bedste fremgangsmåde anbefaler vi, at du kun bruger et aktivt forløb til at generere faktureringsplaner. Hvis der er flere aktive forløb, genereres dubletfaktureringsplaner for den samme bestilling.
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