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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

  • When Account Posting Group = Lease Revenue:

    • Charge Type = One Time

    • Invoice Payment Status = Paid

  • Posted = false

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

Steps

  • Add 2 buttons on the Salesforce Invoice Line List, Non-Lease Post, Non-Lease Unpost.

    • Error checks

      • only applies to Salesforce Invoice Lines with above conditions.

    • Also, need a schedulable routine.

  • Use Country, Account Posting Group, Charge Type, and Filter Replace Plan (yes, or no) to look for Account Posting Setup, and populate APS on the Salesforce Invoice Line list.

    • Error if Account Posting Setup is not found.

  • Then post GL Enries.

  • Change Posted to true.

Result

  • DR - AR

  • CR - Revenue

  • CR - Sales Tax

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