Navigate to the Control Panel > click on Integrations within the Admin section > locate the aBILLity badge and click on the More Details hyperlink > click on the Order Settings tab > lastly, click on the Select fields hyperlink
Note: Control Panel access is required.
Now select which fields need to be populated when adding a Service Charge against a Salpo Opportunity. The fields listed under the Mandatory section are required by aBILLity in order to add a Service Charge against a Site when creating an Order. The fields listed under the Optional section are available in addition to the mandatory fields.
Once selected, these fields will be available when adding an aBILLity Product to a Salpo Opportunity.
Track additional data points, like: Contract Start and End date, SLA, Warranty Start and End date, Supplier, etc, against each Service Charge line in the Order by adding custom fields to the aBILLity Product custom Connection. See our documentation on how to add custom Connection fields to learn more.
See our documentation on how to add an aBILLity Product to Opportunity.