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Tasks

From rol center (Rol center) you can execute the next tasks.

Execute reports sales documents

This action execute reports to generate PDFs for multiple sales documents (quotes, invoices, credit memos ...) without Report entry no. (Documents).

Customer setup

Only customers with the Generate document field activated enter the process.

Customer

Data to fill task

You should fill these data:

  • Execute sales quotes: Indicates if the sales quotes enter the process.
  • Execute sales invoices: Indicates if the sales invoices enter the process.
  • Execute sales credit memos: Indicates if the sales credit memos enter the process.
  • Execute service invoices: Indicates if the service invoices enter the process.
  • Execute service credit memos: Indicates if the service credit memos enter the process.

TaskExecuteReportSalesDocs

Execute reports with errors

This action execute reports to generate PDFs with error in the las report entry.

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