Generate T&M Invoice from SO – We added a new “Generate T&M Invoice from SO” option to the 3-dot menu on Sales Orders. When selected, Results reviews the actual activity data and uses it to generate the T&M Invoice. The process will:

• Use the actual Duration from Activities to determine invoice quantities
• Identify the SKUs used
• Include newly added Services and Products in the T&M Invoice, based on Quantity Used.
• Account for deleted Services and Products marked for no billing in the T&M Invoice.
• Support both Services and Products on the same Sales Order.

New Data Tracking Columns – The T&M Invoice generation process also introduces the following columns to provide greater visibility into the source data and how the T&M Invoice was updated:

• SO_Qty stores the original Sales Order quantity, whereas the actual Duration is loaded as the invoice quantity and applied in the relevant calculations.
• Workflow_Status: Captures the actual Workflow Status from the corresponding Activity record.
• Invoice_Notes: Stores messages and details identified during the review of actual activity data.

• Invoice Based on Actual Work – Generate invoices using the actual time spent and materials used, helping ensure billing more accurately reflects the work performed.
• Reduce Manual Adjustments – Automatically update for modifications to Services and Products, such as additions or deletions after the initial Sales Order creation.
• Improve Billing Accuracy – Use actual Activity Duration and SKU usage to calculate invoice quantities, rather than relying solely on the original Sales Order quantities.
• Greater Visibility – The new Workflow_Status and Invoice_Notes fields provide additional context about the Activities and actual data used during invoice generation.
• Streamline the Invoicing Process – Generate a T&M Invoice directly from the Sales Order, reducing the need to manually review Activities and update invoice line items.