Assess Sold To tracking requirements

You must understand that Sold To is tracked at invoice item level only (not invoice header level). Evaluate if your business model can work with item-level Sold To tracking:

• Invoice PDF templates: Customize templates to display Sold To information from invoice items.

• Reporting queries: Update queries to retrieve Sold To at invoice item level instead of invoice header level.

• Workflows and integrations: Modify automated workflows and external integrations to query Sold To at invoice item level.

Assess impacted areas

If your integrations rely on Sold To Contact information, ensure that the following areas are updated to access Sold To at invoice item level:

• Invoice PDF templates: Customize templates to display Sold To information from invoice items.

• Reporting queries: Update queries to retrieve Sold To at invoice item level instead of invoice header level.

• Workflows and integrations: Modify automated workflows and external integrations to query Sold To at invoice item level.

Configure owner account strategically:

• Subscription owner: Represents the entity receiving the service (defaults to Sold To).

• Invoice owner: Represents the entity being billed (defaults to Bill To).

• Subscription-level overrides: Use only when subscriptions must deviate from account defaults.

Design reporting and workflows for item-level Sold To

• Understand the data model: Sold To is stored at invoice item level because invoices can contain multiple subscriptions with different Sold To contacts.

• Use appropriate queries: Build reports and workflows that retrieve Sold To at the invoice item level, not invoice header level.