2.3 Setup CRM Integration

Opportunity to Receivable Integration

Opportunity to Receivable (Invoice & Sales Order), integration is provided through a separate add-on module (Salesforce package), which provides open source code for Opportunity to Receivable integration.

Usage

Anytime an opportunity is "Closed" you would want to generate a transaction (Sales Order or Invoice). You can have multiple scenarios to model with Salesforce and AccountingBook.

Industry business process flow for some are as follows

• Services: Quotes > Opportunity > Invoice
• Manufacturing: Quotes > Opportunity > Sales Order > Invoice
• Retain: Opportunity > Sales Receipt or Combining daily closed Opportunities > Journal Entries
• Subscription: Recurring Opportunity > Recurring Invoice Template > Invoices(s)

Installing Standard Out-of-the-Box Integration

Out of the box provides an (unmanaged) i.e. open source code for integrating Opportunity to Sales Order & Invoice. 

Pre-requisites for this package are:

1. AccountingBook should be installed
2. Salesforce Enterprise Edition (with access to Opportunity & Products)

Package Installation:

1. The below steps should be followed to arrange the components on Home tab. Opportunity Plugin should be made available on Salesforce Home tab.
2. Go to Setup > Customize > Home Page Layout > Click on DE Default > Edit > Select the following Narrow Components to Show – AccountingBook Links, Add-on Plugins, Get Started > Click on Next > Arrange these components on the top for better visibility > Save.
3. Go to Home tab of your Salesforce instance.
4. Click on Opportunity Plugin under Add-on Plugins to Install AccountingBook Integration with Salesforce.
5. Select the necessary options for installation & Click on Install.
6. Once the installation is complete, click on Done.
7. You will see AccountingBook Integration with Salesforce under installed package.

Setup:

1. Goto Setup > Opportunity Page Layout
2. Select the Layout you need to provide access to this feature
3. Add "Create Sale Order" and "Create Invoice" buttons to the page layout
4. Add Opportunity to the Receivable page layout

How it works

1. On clicking one of the installed Buttons "Create Sales Order" or "Create Invoice" you will get a screen with options to select products and quantities to generate the requested Receivables.
2. Select the check box to include a line item. You can also adjust the quantity.
3. Click on Save. Save functionality will
   1. Check if products included in the conversion is available in AccountingBook:Items. If not it will create the Item as Type="Service" and Income Account="Other Income"
   2. It will create a Receivable with line items
   3. It will mark the Receivable as 'Post'
   4. It will create all relevant Journal Entries
   5. It will associate the Receivable to the Opportunity. You can add the Receivable related list on Opportunity page layout.

How to Customize

Every business is different and unique in itself and so is its business processes. We realize it and so we have open-sourced (i.e. unmanaged) this code. You can tweak the code as you like and make relevant adjustment or create new ones using the code as an example.

If you need further assistance, you can reachout to our support team for further assistance.