Q: 2
A Revenue Cloud customer has posted an invoice andnow wants to add on more itemsfrom another
order associated to that account. Without using invoice batches, howcan thisbe accomplished?
Options
Discussion
Totally makes sense to go with C for this. Cancel and Rebill is what Salesforce recommends once an invoice is posted.
Totally C. A posted invoice is locked down, so only Cancel and Rebill lets you fix or add stuff from another order.
Saw something like this in practice questions, it was C that matched the scenario once an invoice is already posted.
Option D. since "bill now" lets you create another invoice for new order lines, and then you can consolidate. But not totally sure if that's allowed after posting, maybe a trap!
Probably C here. Once the invoice is posted, you need to Cancel and Rebill to add more items from a new order. That's how you keep everything accurate in Revenue Cloud I think, unless I'm missing something.
Nice, this matches the official docs and practice tests I've seen recently. It's C since only Cancel and Rebill lets you modify a posted invoice to bring in extra order items. If anyone found a different process in the labs, let me know.
That has to be C. Posted invoices can't take new lines, so Cancel and Rebill is the only real route here.
D imo
B or D. I thought you could use Bill Now with reparenting to merge lines onto the existing invoice, even after posting. Not totally sure though, maybe missed a step in the process. Anyone have a doc reference?
C is the way to go. Once an invoice is posted in Revenue Cloud, you can't just append more items from a new order-edits are locked out. Cancel and Rebill lets you reverse and create a corrected invoice with all required order lines. Unless "posted" means something weird here, this matches how most orgs use it. Someone correct me if I'm missing a trick?
Be respectful. No spam.
