Several modes of operation can be used, including:
Name of mode |
Create where? |
Import |
Action to perform at the end of the process |
Create order |
Progression |
InAcomba as an order |
The order is updated in Acomba so it needs to be transformed into an invoice. |
Create invoice |
Progression |
In Acomba as an invoice |
The invoice is automatically created in Acomba. |
Order- Order |
Acomba |
In Progressionas a task of the desired type |
The order is updated in Acomba so it needs to be transformed into an invoice. |
Order- Invoice |
Acomba |
In Progressionas a task of the desired type |
The invoice is automatically created in Acomba. |
Importing and updating Acomba orders
Youcan import an Acomba order with the Import Order(s) button in the Tasks menu - List mode or Distribution mode.
gives the popup below
The task(s) is (are) then created in Progression. You can see the information in the task’s Acomba tab.
The second button is used to update the order in Acomba before the end of the process, if desired.
Transferringorders or invoices to Acomba
In your task progression process, one of the steps (e.g."To invoice in Acomba") allows the task to be transferred to Acomba. When the task is successfully transferred, its status changes to (for example) "Invoiced in Acomba."
You can see the information in the task’s Acomba tab.