Particularly in Sales Order Processing, invoice documents are often configured to be processed automatically at the end of the day / start of next based on deliveries that have been processed. Where Orders are entered as ‘Credit’ orders then Credit documents can also be configured to run and process automatically. However, when the credit is processed against an existing order the credit document wouldn’t process automatically and has to be raised manually.
From Datafile 2026 credit documents can also be processed automatically against existing orders.Article ID: 2434
Created On: Thu, Mar 19, 2026 at 1:38 PM
Last Updated On: Thu, Mar 19, 2026 at 1:39 PM
Online URL: https://kb.datafile.co.uk/article/auto-run-credit-documents-2434.html