Tech Install Inventory Deduction

Salesforce Orders with Record Types = Tech Install Upfront and Tech Install Rental are used for Tech Install process.

Follow the Home Water Process to create Work Orders from Salesforce Orders.

On the Work Order, add consumption line items, and then complete the Work Order.

To create GoldFinch Invoice manually

• Use this view: Ready to Create GoldFinch Invoices

  • Status = Completed

  • GF Sales Invoice = null

  • 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.

• Error Conditions checks

  • Status = Completed

  • GF Sales Invoice = null

  • Location != null

  • Location.GF_Bin__c != null

  • Location.GF_Warehouse__c != null

  • Product.GF_Item__c != null

To create GoldFinch Invoices automatically

• Use the Hourly routine configured on the Job Scheduler, with Job name = “Create GF Invoice From Work Order” and Class name GF_CreateGFSalesInvoiceFromWOSched

• Batch size = 1

• All errors will be displayed in the field Batch Process Error Message.

• 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

• The Invoice Amount is always 0.

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