Promote Invoice

Below are the steps to verify the Invoice Promote functionality.

Create “Invoice” in Creatio and add Products in an Invoice. Click on the “Promote to Sage” button.

Once a record is promoted into the Sage Intacct system, a unique ID “ERP Invoice Number” will be updated in the Creatio system to ensure a linked record in both systems. The unique ID will be used to update the record in both systems during subsequent updates.

In the above example, contact “ERP Invoice Number” will be set as “INV6381” and will be visible in Sage Intacct ERP.

In Sage Intacct ERP, select “Sales Invoice” option by navigating from Applications | Order Entry | Sales Invoice as shown below.

Put “ERP Invoice Number” in the Document Number field as shown below and click on the Enter button of keyboard. On click of enter button, Invoice Promoted from Creatio will be visible here.

Click on the View hyperlink to review the Sales Invoice details.