Content Comparison

Criteria

• Committed Book for both one time and recurring.with One Time or Recurring Charge Type

• Lease Revenue for one time

...

• with One Time Charge Type

• Home Water creates a Salesforce Invoice from a Salesforce Order and

...

• charges the customer the full amount using a credit card.

Salesforce Invoice Line Views

Use Salesforce Invoice Line view to create GoldFinch Invoices to record revenue . Do not deduct without deducting inventory again.

For Order with Record Type = Tech Install/Self Install - Upfront Payments

//Product Family of Product on Salesforce Invoice Line != FRP

...

Non Lease w/o GL Entry

• When Account Posting Group = Committed Book

  • Order Record Type contains Upfront

  • FPR Invoices do not have Order

  Order

  • and Invoice Payment Status = Paid, OR

  • Order Record Type contains

  Upfront

  • Rental and Invoice Status = Posted

• 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

  • Invoice Payment Status = PaidOrder Record Type contains Upfront

• Posted = false

Non Lease with GL Entry

• When Account Posting Group = Committed Book

  • Order Record Type contains Upfront and Invoice Payment Status = Paid, OR

  • Order Record Type contains Upfront Rental and Invoice Status = Posted

• GF Invoice on Invoice is 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.

• When Account Posting Group = Lease Revenue:

  • Order Record Type contains Upfront

  • Invoice Payment Status = Paid

• Posted = true

Steps

• Add 2 buttons on the Salesforce Invoice Line List, Non-Lease Post, Non-Lease Unpost.

  • Error checks

    • only applies to Salesforce Invoice Lines with above conditions.

  • Also, need a schedulable routine.

• Use Country, Account Posting Group, Charge Type, and Filter Replace Plan (yes, or no) to look for Account Posting Setup, and populate APS on the Salesforce Invoice Line list.

  • Error if Account Posting Setup is not found.

• Then post GL Enries.

• Change Posted to true.

Result

• DR - AR

• CR - Revenue

• CR - Sales Tax