Criteria
Committed Book with One Time or Recurring Charge Type
Lease Revenue 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.
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Use Salesforce Invoice Line view to create GoldFinch Invoices to record revenue without deducting inventory again.
Non Lease w/o GL Entry
When Account Posting Group = Committed Book
Order Record Type contains Upfront Charge Type = One Time and Invoice Payment Status = Paid, OROrder
Record Type contains Rental Charge Type = Recurring and Invoice Status = Posted
When Account Posting Group = Lease Revenue:
Order Record Type contains UpfrontCharge Type = One Time
Invoice Payment Status = Paid
Posted = false
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