Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 7 Next »

  • 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.

image-20240717-134739.png

  • To create GoldFinch Invoices manually

    • Use this view: Ready to Create GoldFinch Invoices

      • Status = Completed

      • GF Sales Invoice = blank

      • Created Date = 5/1/2024 // Added this on Code so that HomeWater can test from this date. will be removed in Production

  • Select all records, then click Create GoldFinch Invoices.

    • 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

  • Use a Scheduled Job with Schedule Name = SFOrder to Sales Invoice and Class name SFOrderSchedulable

    • The FSL team uses community plus license which doesn’t allow them to use some FSL functionality, so we have to use scheduled job.

  • 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

  • No labels