Automatically Generating Sales Invoices

This topic relates to the first generation of Integration Rules. Contact your FinancialForce representative for information about the suitability and availability of the next generation of integration rules (ClickLink).

To automatically generate and post sales invoices from the data contained in custom or standard Salesforce objects:

1. Click the Run Integration Rule tab.
2. Specify the integration rule you want to use to generate and post sales invoices. Click the lookup icon to search for an integration rule.
3. [Optional] Select up to five fields on the source object to use as selection criteria. For each source field named as selection criteria, you must also select an operator and enter a value for comparison.

   There are no lookup icons on these fields. You must know the exact name or value you need to enter and use its correct spelling and format.

   Note:

   If you have encryption enabled in your org and are using a Type 2c integration rule, encrypted fields are not displayed in the list of fields available for use as selection criteria. See Shield Platform Encryption for more information.

4. Click Run to generate the sales invoices or Cancel to abort. You are notified of the success or failure of this operation. This message also tells you the generated sales invoice numbers to help you locate them later.

If successful, the lookup field on the source object is updated with a corresponding sales invoice number. Also, the checkbox on the source object is automatically selected to prevent the same records from being processed again.

Generated sales invoices are automatically posted and have a status of "Complete".