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Opportunity to Receivable i.e (Invoice , & Sales Order etc), integration is provided through a seperate separate add-on module (Salesforce package), which provides open source code for Opportunity to Receivable integration.
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Anytime an opportunity is "Closed" you would want to generate a transaction (Sales Order or Invoice). You can have multple multiple scenarios that you can 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)
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Out of the box provides an (unmanaged) i.e. open source code for integrating Opportunity to Sales Order , & Invoice or Sales Receipt.
Pre-requisites for this package are:
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- The below steps should be followed to arrange the components on Home tab. Opportunity Plugin should be made available on Salesforce Home tab.
- 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.
- Go to Home tab of your Salesforce instance.
- Click on Opportunity Plugin under Add-on Plugins to Install AccountingBook Integration with Salesforce.
- Select the necessary options for installation & Click on Install.
- Once the installation is complete, click on Done.
- You will see AccountingBook Integration with Salesforce under installed package.
Setup:
- Goto Setup > Opportunity Page Layout
- Select the Layout you need to provide access to this feature
- Add "Create Sale Order" and "Create Invoice" buttons to the page layout
- Add Opportunity to the Receiable Receivable page layout
How it works
- 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.
- Select the checkbox check box to include a line item. You can also adjust the quantity.
- Click on Save. Save functionality will
- 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"
- It will create a Receivable with line items
- It will mark the Receivable as 'Post'
- It will create all relevant Journal Entries
- It will associate the Receivable to the Opportunity. You can add the Receivable related list on Opportunity page layout.
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