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A new knowledge base article has been published on our support portal.

Scenario Overview

In this business scenario the end user needed the ability on a yearly basis to generate an Invoice from a Contract.  We decided to set this up so that a user could run a workflow called ‘Generate Invoice from Contract’ that would,

  • Use the Contract record to create the Invoice record
  • Use the Contract line item records to create the Invoice line items

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A formula of type ‘Process Genie’ is created so it can execute as a step within a workflow
  • When it reaches the ‘Process Genie’ step in the workflow it will execute the formula
  • The formula first creates the Invoice record from the details on the Contract record
  • Next the formula retrieves all the contract line items & creates an invoice line item for each one                                                                                        

View this article in full on our support portal