Salesforce Orders with Record Types = Self Install Upfront and Self Install Rental
No need to create Work Order
After the order is shipped, the Home Water routine will change the status of the Salesforce Order to Shipped.???
Where is the field?
The Status field on SF Order. This values shows up for Self Install Upfront and Self Install Rental SF Orders only
On the Salesforce Order page, GoldFinch will add a button (and also an hourly scheduled routine), to create GoldFinch Sales Invoices automatically.
Not done yet????
Its a Scheduled Job too. The FSL team’s use community plus license which doesn’t allow them to use some FSL functionality , hence we used scheduled job after discussion with HomeWater
Schedule Name = “SFOrder to Sales Invoice” and Class name “ SFOrderSchedulable
What about posting?
Posting will be manual for now, we can provide batch 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 0 on these invoices.
When posting the GF Sales Invoices
Inventory will be deducted.
Accounting Entries
DR COGS
CR Inventory