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