Tech Install/Self Install - Upfront Payments
Home Water routine will create a Salesforce Invoice and use a credit card to charge the full amount to the customer.
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.
Open Issues
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How to differentiate Upfront Payments with Rental Payments
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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.
Salesforce Invoice Line Views
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
Charge Type = One Time and Invoice Payment Status = Paid, OR
Charge Type = Recurring and Invoice Status = Posted
Order Record Type != blank
When Account Posting Group = Lease Revenue:
Charge Type = One Time
Order Record Type contains Upfront
Invoice Payment Status = Paid
Posted = false (will check this after GL Entries are created)
Product Family != ‘FRP’
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 Rental and Invoice Status = Posted
When Account Posting Group = Lease Revenue:
Order Record Type contains Upfront
Invoice Payment Status = Paid
Posted = true
Product Family != ‘FRP’
Manual Post GL Entries
Navigate to Salesforce Invoice Line - Non Lease w/o GL Entry view
Select the lines you want to post GL Entrie.
Click the Non-Lease Post button
You can only one line each time.
Use Country (Invoice__r.Currency), Account Posting Group (from Account), Charge Type, and Filter Replace Plan to look for Account Posting Setup to get these GL Accounts
Write-off GL Account
Revenue GL Account
Sales Tax GL Account
Manual Unpost GL Entries
Navigate to Salesforce Invoice Line - Non Lease with GL Entry view
Select the lines you want to unpost GL Entrie.
Click the Non-Lease Unpost button
Automatic Post GL Entries
Use the Hourly routine configured on the Job Scheduler, with Job name = “Post Non Lease GL Entries” and Class name GF_PostNoneLeaseSFInvoiceLineSched
All errors will be displayed in the field Error Message.
Batch size = 1
Need to create a view to display the error.
Result
DR - AR
CR - Revenue
CR - Sales Tax