Sales advance from the project - Czechia
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Oct 1, 2024 |
Business value
Creating Sales advances from Project can save users time and effort by reducing the need to manually enter data. Sales advances can be created for the entire project or only for a project task.
Feature details
The process improves productivity and efficiency by allowing you to quickly and easily create sales advances for the entire project or only for a project task.
The project number is entered in the sales advance invoice and the project task number is also entered in the advance line. This link between the project and the advance allows you to determine the amounts of the advances with a link to the project.
However, there won't be a linking (applying) of advances as with sales orders to ensure that the advance is automatically deducted when the invoice is created from the project. A factbox is added to the project card to show the number of advances created from the project and the amounts of advances total, to be paid and to be used.
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