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Create A/R invoices for open delivery notes automatically when a service call closes

Customers are usually invoiced for parts and services after a service is completed. However, service technicians often forget to raise an invoice before closing the service call, causing billing and payment delays.

To prevent this, some companies run a custom report in SAP Business One to identify open delivery notes. They then reopen each service call, raise an invoice against it, close the delivery notes, and close the service call. This is a time-consuming, error-prone process.

By automatically creating an A/R invoice for closed service calls with open delivery notes, companies will:

  • Invoice every service call upon completion

  • Avoid billing and payment delays

  • Avoid time-consuming manual audits

  • Ensure invoices and customer payments are linked to service calls and delivery notes

Companies that run SAP Business One and deliver services to their customers.

This automation searches for closed service calls with open delivery notes, reopens the service call, creates an A/R invoice linked to the service call, closes the delivery notes, recloses the service call, and links the invoice to the delivery note(s).

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Although Automations for SAP Business One is designed to automate specific business transactions and processes, no two companies are alike. SAP Business One queries and Saltbox workflows, the key components of these automations, are easily customized, ensuring that the solution you buy addresses your business requirementsnot someone else’s.

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About Automations for SAP Business One

Automations for SAP Business One transforms manual tasks into automated workflows, saving teams time and eliminating mistakes. Each automation performs a critical function for one or more business lines and delivers specific business outcomes, including improved cash flow and increased process efficiency. Automations for SAP Business One is powered by Saltbox, Vision33’s exclusive cloud-native integration platform as a service (iPaaS). It unlocks limitless potential for your business—from seamless integrations and automations to enhanced functionality for your core business systems like ERP and CRM.





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