2022
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
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
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
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.
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”