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Import Service Contracts - Billed Previously

  • 22 February 2024
  • 1 reply
  • 27 views

Hello!

 

We want to import service contracts which the start date of the contract is around one year later than the importing date. Hence it has previously generated billing documents.

Is there a way we can import service contracts, start generate billing documents from a mentioned date, not from the start date of the contract?

Thank You!

1 reply

Userlevel 4
Badge +2

Hello @apallawala21 !

There is no way out of the box to achieve what you need. I would also not advise to try to import the records and update billing dates with a script becuase it will be very complex and prone to errors. 

I would advise to create all the service contracts as new, and perhaps add the Original Start Date as an attribute or a used defined field for information purposes. You could also add other relevant information about the original contract this way (past billing dates?). 

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