Generate a Bill from a Purchase Order Function in Naologic Actions

The Generate a Bill from a Purchase Order function allows users to create a bill based on a specified purchase order. This function ensures a streamlined transition between purchase orders and billing while adhering to defined conditions.

What is the Generate a Bill from a Purchase Order Function?

This function creates a purchase bill document from an existing purchase order. It provides the flexibility to enforce status conditions and specifies the actions and statuses involved in generating the bill.

How to Add the Generate a Bill from a Purchase Order Function

While editing the desired installed action:

1. Click on the "Add Function" button inside the action edit modal.

2. Search for "Generate a Bill from a Purchase Order" in the list of available functions.

3. Select the function to include it in the action.

4. Configure the function by specifying the following fields:

   • Purchase Bill Document: Select the document where the bill will be created.

   • Allow If Status: Optionally set a condition to allow bill generation only if the purchase order matches a specific status (e.g., "Approved").

   • Bill Status Data: Define the status to be applied to the newly created bill (e.g., "Pending").

   • Create New Invoice Action: Specify the action that generates the new bill or invoice.

5. Save the action settings.

Once configured, the function will generate a bill from the purchase order based on the defined conditions and connections.

The Generate a Bill from a Purchase Order function simplifies billing workflows, ensuring accuracy and efficiency when transitioning from purchase orders to invoicing.