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Computer Kid Creating an Invoice Object
Hello,
I'm creating an object entitled "invoice" for my salesforce.com account. I would like to allow one of the users to create and invoice after a case has been closed. Is there a way to allow the user to simply click a link/button and continue to add as many "Products" as they see fit to the invoice. I know that I must use a related field.
The other side of this object/app would then submit the invoice to a manager for approval. Is there a resource that I can reference on how to accomplish this?
Finally, once approved, the invoice would then be sent (using e-mail or snail mail) via a third party service which uses XML to interface with their site resources and information. Once again, is there a reference where I can find information on how to accomplish this?
I thank you all in advance for your comments.
I'm creating an object entitled "invoice" for my salesforce.com account. I would like to allow one of the users to create and invoice after a case has been closed. Is there a way to allow the user to simply click a link/button and continue to add as many "Products" as they see fit to the invoice. I know that I must use a related field.
The other side of this object/app would then submit the invoice to a manager for approval. Is there a resource that I can reference on how to accomplish this?
Finally, once approved, the invoice would then be sent (using e-mail or snail mail) via a third party service which uses XML to interface with their site resources and information. Once again, is there a reference where I can find information on how to accomplish this?
I thank you all in advance for your comments.