Criteria
Committed Book for both one time and recurring.
Lease Revenue for one time
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//Product Family of Product on Salesforce Invoice Line != FRP
Ignore this one because of Order Record Type contains Upfront
FPR Invoices do not have Order
Order Record Type contains Upfront
When Account Posting Group = Lease Revenue, and with the following conditions:
// Charge Type= One-Time //do not use this as this is from invoice lines
Order Record Type contains Upfront = One-Time
Payment Status = Paid
Order Record Type contains Upfront
When Account Posting Group = Committed Book
Charge Type= One-Time Order Record Type contains Upfront and Payment Status = Paid, OR
Charge Type = Recurring Order Record Type contains Upfront and Invoice Status = Posted
GF Invoice on Invoice is blank
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Look at the Account Posting Group setup and Sales Tax setup.
Results
On the Salesforce Invoice page GoldFinch will add a button (and also an hourly scheduled routine) to create and post GoldFinch Sales Invoices:
DR Accounts Receivable
CR Revenue
No future recurring invoices.
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