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  • After the order is shipped, the Home Water routine will change the status of the Salesforce Order to Shipped.

  • On the Salesforce Order page, GoldFinch will add a button (and also an hourly scheduled routine), to create GoldFinch Sales Invoices automatically.

    • What about posting?

    • Must populate GL Ledger on the Sales Invoice using Warehouse__r.GL_Ledger__c

      • GL Ledger on the Sales Invoice must match with GL Ledger on the Warehouse, or the Sales invoice will not be allowed to be posted.

    • The Invoice Amount is 0 on these invoices.

    • When posting the GF Sales Invoices

      • Inventory will be deducted.

      • Accounting Entries

        • DR COGS

        • CR Inventory