Invoices/credit notes/ quotes should not allow to add a deceased, as a bill-to party. Therefore, through 'Estate Of' field, can prevent this issue.
All other rules of invoices/credit notes remain unchanged.
Estate of
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
Checkbox
1. If Estate of = Y, then the Bill-to Applicant lookup will allow access to deceased person records. If not, records of deceased person should not be allowed.
2. All the invoice/quote/credit note/quote reminder - RPT templates need to include a tag line as "To the Estate Of + Bill-To person name'
