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Issue: Insertion of invoice to opportunity is done based on QuickBooksID (AVSFQB__Quickbooks_Id__c).

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Fig1: Mapping

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Fig2: Logs

Solution:

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Open Invoice to Opoortunity workflow

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Open first rule and replace existing mapping for AccountId as shown below

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Fig3: Updated mapping

Existing mapping:

            LINK("AccountId","select id,AVSFQB__Quickbooks_Id__c from Account","AVSFQB__Quickbooks_Id__c",VALUE("CustomerRef/FullName/CustomerRet/ListID"),"Opportunity")

Updated mapping:

            LINK("AccountId","select id,Name from Account","Name",VALUE("CustomerRef/FullName/CustomerRet/Name"),"Opportunity")

SYNCING INVOICES BASED ON CUSTOMER TYPE

For Invoices to sync based on particular customer type do the following changes:

Go to the workflow:” Invoices to Opportunity”

1st Rule: SF   UPSERT AVSFQB_INVOICE__C

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VALIDATE ROW : IF(ISEMPTY(VALUE("OpportunityId")),IF(VALUE("CustomerRef/FullName/CustomerRet/CustomerTypeRef/FullName").equals("Retail"),"true","false"),"false")

Here “Retail” is the customer type we can change according to our requirement.

2ND RULE: SF UPDATE OPPORTUNITY

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VALIDATE ROW: IF(VALUE("OpportunityId")!="",IF(VALUE("CustomerRef/FullName/CustomerRet/CustomerTypeRef/FullName").equals("Retail"),"true","false"),"false")

Here “Retail” is the customer type we can change according to our requirement.

3rd RULE:SF UPSERT OPPORTUNITYLINEITEM

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VALIDATE ROW:

IF(ISEMPTY(VALUE("OpportunityId")),IF(VALUE("CustomerRef/FullName/CustomerRet/CustomerTypeRef/FullName").equals("Retail"),"true","false"),"false")

Here “Retail” is the customer type we can change according to our requirement.

4th RULE: SF UPSERT OPPORTUNITYITEM

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VALIDATE ROW:

IF(ISEMPTY(VALUE("OpportunityId")),IF(VALUE("CustomerRef/FullName/CustomerRet/CustomerTypeRef/FullName").equals("Retail"),"true","false"),"false")

Here “Retail” is the customer type we can change according to our requirement.

Now invoices will sync of customer type “Retail”