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Three ways to deduct inventory.

Orders with Record Types = Tech Install Upfront and Tech Install Rental
1. Create Work Order
2. Create Sales Invoice on Work Order
Orders with Record Types = Self Install Upfront and Self Install Rental
1. Create Sales Invoice on Order.
Filter Replacement Plan
1. Create Sales Invoice on Invoice.

Follow the Home Water Process to create Work Orders from Salesforce Orders.
On the Work Order, add consumption line items, and then complete the Work Order.
Use View - Ready to Create GoldFinch Invoices
- Status = Completed
- GF Sales Invoice = blank
- Created Date = ????
Select all records, then click Create GoldFinch Invoices.
- Error conditions check?
- Hourly routine?
- 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 always 0 on these invoices.
When posting the GF Sales Invoices
- Inventory will be deducted.
- Accounting Entries
  - DR COGS
  - CR Inventory

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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

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