1. Order Management
  2. Billing and Invoices
  3. Invoices
  4. Invoice Groups Setup
  5. Using SuiteFlow to Create an Invoice Groups Workflow

Using SuiteFlow to Create an Invoice Groups Workflow

Use SuiteFlow to define and run a workflow for the invoice group record. Any workflows that include the invoice group record appear under the System Information subtab on the invoice group record. You cannot create an invoice group record using SuiteFlow.

To create an invoice groups workflow:

  1. Go to Customization > Worfklow > Workflows > New.

  2. From the Record Type field, select Invoice Group.

  3. Complete the following steps:

    Note:

    For detailed information about completing these steps, see SuiteFlow (Workflow).

    1. Define basic information for your workflow.

    2. Define initiation information for your workflow.

    3. Define conditions for your workflow.

    4. Create workflow states.

    5. Create actions.

    6. Create a transition.

    7. Initiate and validate the workflow.

  4. Click Save.

Related Topics

General Notices