...
...
...
...
...
| minLevel | 1 |
|---|---|
| maxLevel | 6 |
| outline | false |
| style | none |
| type | list |
| printable | false |
Overview
Three ways to deduct inventory.
...
Orders with Record Types = Tech Install Upfront and Tech Install Rental
Create Work Order
Create Sales Invoice on Work Order
Tech Install
Salesforce Orders with Record Types = Self Install Upfront and Self Install Rental
Create Sales Invoice on Order.
...
Filter Replacement Plan
Create Sales Invoice on Invoice.
Follow the Home Water Process No need to create Work Orders from Salesforce Orders.
On After the Work Order , add consumption line items, and then complete the Work Order.Use View - is shipped, the Home Water routine will change the status of the Salesforce Order to Shipped.
...
To create GoldFinch Invoices manually
Use this view: Ready to Create GoldFinch Invoices
Status = Completed
Record Type = Self Install Upfront or Self Install Rental
Processing Stage = Delivered or Shipped
GF Sales Invoice =
null
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
Self Install
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__rConditions checks
Record Type = Self Install Upfront or Self Install Rental
Processing Stage = Delivered or Shipped
GF Sales Invoice = null
Warehouse != null
Product.GF_Item__c != null
To create GoldFinch Invoices automatically
Use a Scheduled Job with Schedule Name = SFOrder to Sales Invoice and Class name SFOrderSchedulable
For users who have a Community Plus license, use this scheduled job to create GoldFinch invoices.
Community Plus licenses do not have FSL functionality.
All errors will be displayed in the field Batch Process Error Message.
Batch size = 1
Need to create a view to display the error.
Posting will be done manually for now and can be scheduled later.
GL Ledger = Warehouse.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 (out of box APS logic, without looking at new fields such as Currency, Charge Type, or Filter Replacement Plan.)
CR Inventory