2022
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Opportunity to Receivable i.e Invoice, Sales Order etc, integration is provided through a seperate add-on module (Salesforce package), which provides open source code for Opportunity to Receivable integration.
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We |
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understand |
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that |
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every |
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business |
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is |
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unique |
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and |
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trying |
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to |
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model |
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an |
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Opportunity |
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to |
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Receivable |
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integration |
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that |
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works |
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for |
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all |
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is |
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quite |
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difficult, |
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which |
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is |
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why |
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we |
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have |
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a |
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default |
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code |
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available |
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for |
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our |
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client |
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base |
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to |
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use |
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it |
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as |
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a |
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sample |
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to |
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build |
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on |
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their |
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integration. |
Usage
Anytime an opportunity is "Closed" you would want to generate a transaction (Sales Order or Invoice). You can have multple scenarios that you can model with Salesforce and AccountingBook.
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- AccountingBook should be installed
- Salesforce Enterprise Edition (with access to Opportunity & Products)
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| Install Opportunity to Receivable package from https://login.salesforce.com/packaging/installPackage.apexp?p0=04to0000000MZV0 (v1.3) |
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 page layout
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Overview
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