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Crm Management: Detailed Introduction of Billing Application

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Crm Management: Detailed Introduction of Billing Application

The invoicing business process of an enterprise varies according to the industry it belongs to. The fast-selling industry issues invoices before receiving the payment, and the payment will be based on the invoiced amount. In other industries, Phone Number List the payment is collected first, and then the invoice is issued. And the invoice is invoice according to the amount of the payment. In general, since the final payment total is equal to the sales order total, the invoicing total is also equal to the order total. Details of the application for invoicing: Billing Application Default Scenario All . The person in charge is the current user or his subordinates.

The Current User Is Responsible for Approving the Billing

As soon as, Or relevant team members include the current Phone Number List user or his subordinates. Or the data in charge of the department that the current user is responsible for approving the billing application finance role (for example, user A has the “billing finance” role and is responsible for approving the billing application records submitted by department B, then user A can view all the invoicing persons in charge belonging to department B. application records). Or configure the “Data Sharing” rule for invoicing application in “Data Rights Management” Phone Number List to share the data of the person in charge of the record or the department to which the person in charge belongs, to the current employee or the current employee’s department or the current employee’s user group.

Application Is the Current User I’m Involved

Phone Number List
Phone Number List

As soon as,  I’m in charge of the department” data. I am responsible for : the person in charge of the invoicing application is the current user I’m Involve : The current user is among the relevant team members. My subordinate is responsible for : the person in charge of the invoicing application is the subordinate of the current user. My subordinates are involve in : the relevant team members include user subordinates Share to me : Configure the “Data Sharing” . Phone Number List rule for invoicing applications in “Data Rights Management”. To share the data of the record person in charge or the department to which the person in charge belongs. To the current employee or the current employee’s department or the current employee’s user group.

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