Autofill Bill-to Customer No. From Service Order Types

On the page Service Order Types you will be able to set that the Bill-to Customer No. is always filled out automatically in service and sales documents. This is to ensure that invoices will always be sent to the same customer when selecting a certain order type.

Use the quick search in TRASER DMS 365 to find the page Service Order Types.
The table with the defined service order types is displayed.
Use the Bill-to Customer No. to enter a customer that the invoice will be sent to when this service order type is entered in a service or sales document.

Bill-To Customer No. in Service Order Types

For example, if you now enter a service order type in a Service Order, the field Bill-to Customer No. under Invoicing will be filled automatically with the value that you stored in the service order types.
You will get an error message if you try to manually change the value in the field Bill-to Customer No.

Bill-to Customer No. cannot be changed manually.