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Criteria
Committed Book for both one time and recurring.
Lease Revenue for one time
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Use Salesforce Invoice Line view to create GoldFinch Invoices to record revenue. Do not deduct inventory again.
For Order with Record Type = Tech Install/Self Install - Upfront Payments
//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 and Payment Status = Paid
When Account Posting Group = Committed Book
Charge Type= One-Time and Payment Status = Paid, OR
Charge Type = Recurring and Invoice Status = Posted
GF Invoice on Invoice is not blank
Populate GoldFinch Invoice on the Salesforce Invoice Header.
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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