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This section illustrates a typical QuickBooks Unit Of Measurement configuration for all the ITEM List and how the same can be replicated in Salesforce under Products which is an equivalent of QuickBooks ITEMS List. The following section illustrates Unit Of Measure, Base Unit and Related Unit
The first unit defined in a unit of measure set and is usually the smallest unit of measure used for an item when purchasing it, tracking it in inventory, and selling it. In QuickBooks, the base units of items are used to count inventory, generate most inventory reports, and perform quantity-related calculations.
Important: When you create an inventory item, the cost, sales price, and on hand quantity you enter are all for the base unit.
A unit defined by the number of base units it contains. For example, if the base unit is foot, a related unit might be yard, which is defined as containing three feet.
Related units make it possible to show quantities of the same item in different measurements in different places in QuickBooks. For example, you might purchase an item called Cable in spools, count that item in inventory by the foot, and sell it by the yard. By creating a unit of measure set with a base unit of foot and related units of spool (containing 500 feet) and yard, you can enter a quantity of spools on a purchase order, show the item in feet on inventory reports, and enter a quantity of yards on an invoice.
Consists of a base unit and any number
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Set Up – Multiple Units of Measure Per Item
QB company file has multi-select UOM option per ITEM. A single item can have multiple UOM selected and one of the UOM values has to be assigned as default. However, while generating a transaction, you can use different sets based on the requirement or conversion required for a given transaction. The screenshot below illustrates the same.
In the example shown below for the ITEM z0b1-739 the default UOM set lb739has the base unit as POUND (lb) but has several related units Square Feet, Linear Feet and sheet with default values as shown. The above can be read as
1 pound = 1.03 Sq Feet
1 pound = 3.3818 Linear Feet
1 pound = 33.8183 sheets
The same ITEM when selected within a transaction in QuickBooks, we can use the following conversions based on the quantity and UOM set used.
Field Mappings for Invoice Item Line with UOM
Below is a table listing out mappings / data required from Salesforce for successful integration of a QuickBooksInvoice transaction with a Unit of Measure.
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Quantity values should change either as 1 Ft, 1Sheet etc as shown above based on the UNIT selected for a given PRODUCT on the OpportunityLineItem. Care should be taken to make sure we are always sending in the correct Quantity along with the right UNIT.
UnitOfMeasure:
MaxLength - 31
This is the qbxml name for selecting a UOM for a given transaction line item. For a given UNIT, there are several RELATED UNITS based on which the Quantity and Rate changes as shown in the above screenshots. For a given ITEM LINE, if the right BASE UNIT name, corresponding QUANTITY and RATE should be provided at all times for a successful integration of an Invoice transaction. A corresponding field on the OpportunityProducts object can either be a Picklistor Text field and data needs to be populated at all times.
This section illustrates the field mappings required for QuickBooksInvoice integration based on SalesTaxCode configuration in QuickBooks.
The below screenshot shows a typical Invoice transaction in QuickBookswith SalesTaxCode and Customer Tax Code information. In order to ensure a seamless integration of a transaction with SalesTaxCode DBSync will require the following information from Salesforce to integrating the same into QuickBooks.
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ItemTaxCode | Y | ItemSalesTaxRef | Y | This field should be on the Opportunity object and the NAME should match with the QuickBooksSalesTaxCode list at all times |
Customer Tax Code | N | CustomerSalesTaxCodeRef | N | This field should be on the Opportunity object and the NAME should match with the QuickBooksCustomerTaxCode list at all times |
SalesTaxCode | Y | SalesTaxCodeRef | Y | This field should be on the Opportunity Products object and again should match with QuickBooks available list. |
TaxAmount | N | TaxAmount | N | Should be on the Opportunity Products Object |
CheckBox | N | IsTaxable | N | Should be on the LineItem level. |
ItemSalesTaxRef:MaxLength = 31
The ItemSalesTaxRef (marked as no.1 in the screenshot) field is the one which calculates the tax based on whether aLineItem is taxable or not (Identified as no. 3 in screenshot). The ItemSalesTax is setup on each Item in quickbooks at the time of configuration. A corresponding field in Salesforce should always be on the Opportunity object as it is on the Invoice header on QuickBooks. Secondly the SFDC field name should always match with the ItemSalesTax code list available in QuickBooks and preferable data-type in Salesforce is Text Field or Picklist.
CustomerSalesTaxCodeRef:MaxLength = 3
The customer Tax Code in QuickBooks holds the values Taxable Sales &Non-Taxable Sales. It could also hold custom values based on how QuickBooksCustomerTaxCode is configured. The corresponding field in SFDC needs to be again at the Opportunity level and preferably has to be Text field with the data values matching with the QuickBooksCustomerSalesTaxCodeRef list.
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