Salesforce Orders with Record Types = Self Install Upfront and Self Install Rental
No need to create Work Orders
After the Order is shipped, the Home Water routine will change the status of the Salesforce Order to Shipped.
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To create GoldFinch Invoices manually
Use this view: Ready to Create GoldFinch Invoices
Status = CompletedRecord Type = Self Install Upfront or Self Install Rental
Processing Stage = Delivered or Shipped
GF Sales Invoice = blankCreated Date = 5/1/2024 // Added this on Code so that HomeWater can test from this date. will be removed in Productionnull
Select all records, then click Create GoldFinch Invoices.
Error Conditions 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 SFOrderSchedulableThe FSL team uses community plus license which doesn’t allow them to use some FSL functionality, so we have to use scheduled job
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 manual done manually for now , we can provide batch postingMust populate GL Ledger on the Sales Invoice using Warehouse__rand 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