Sales order on subscription collection, cheques and company card

Summary

Opening a sales order on the operator company’s customer card when a tenant pays a subscription has been enabled. Order lines carry the active product, feature, module and integration with their descriptions. No order is created when there is no payment.

What changed / was fixed?

• Creating a sales order on the linked customer of the operator company, for the collected amount, when a tenant pays their own subscription has been enabled.
• Writing each active product, feature, module and integration on the order with name, code, monthly amount and user count has been enabled.
• Skipping the order when the amount is zero or there is no collection has been enabled. Due-date rules, currency, cheque-book leaves and type-to-search on cheques and notes have been enabled. A dealer tenant is shown on the operator company card with company code and commission.

What should you do?

• You can record a collection from the cart of a subscribed company and open the sales order in the operator CRM.
• You can try cheque book, due date and currency on the cheque and note screen.
• You can check the Dealer mark on a dealer customer linked to the operator company.