Denna mall skapar en servicebegäranpost som samlar in viktiga användardetaljer för korrekt och granskningsbart uppfyllande. Gå igenom vad som inkluderas med mallen.
Intagsattribut
Intagningsformuläret för denna mall samlar in dessa detaljer från medarbetaren: Kundcaseursprung, Ämne, Fakturerings-ID, Totalt belopp, Detaljtyp, Förfallodatum, Synkroniseringstoken, Orsak till ändring, Säljare, Konto.
Uppfyllande och integrering
Denna mall inkluderar förkonfigurerad integrering genom QuickBooks Online-anslutaren för att hantera ekonomisk datasynkronisering. Egna godkännandevägar eller dirigeringsregler kan skräddarsys i Flow Builder.
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