CloudLink Ideas Portal

Update Invoice number on deal details to pull in most recent invoice

With some deals, there can be multiple invoice numbers due to a variety of factors. We would like the most recent invoice number to pull into COTI.

  • Zachary Czarnecki
  • May 4 2020
  • Shipped
  • Nov 28, 2020

    Admin response

    General Description:

    Display the last invoice

    T-shirt Size: M - 2 sprints

    Who (is this for): Invoicing Coordinators

    What (is it): Displaying the last invoice

    Why (is this important): So you can see the most current info

    When (would you use this): Only when a deal has multiple invoices

    Where / How would you access it?: Financial tab int he deal details

    Availability: The default status for all dealers will be: (On/Off)

    Configurability: Dealers will be able to turn this On/Off themselves (True/False)

  • Attach files
  • John Fennell commented
    December 09, 2020 22:23

    Hi Zach: We have developed new functionality in COTI during this year since you submitted this idea that we believe is delivering the result you're looking for. Please check the stock number that you submitted the original case on and confirm.

  • Mike Love commented
    May 12, 2020 15:53

    And, update from DBS hourly at a minimum.



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