Creating Product Groups and Associating them with an Item Master

To export documents such as invoices and credit notes to FinancialForce Accounting, each item master in their lines must be associated with a Salesforce product, either directly using the Product field on the item master or using an SCM product group. SCM product groups are linked to Salesforce products. If you decide to use product groups, you will need to create the product group first and then associate it with the item master.

Creating a Product Group

Create a product group as follows:

From the Codes tab:

  1. Go to the Codes tab.
  2. Click the Product tab.
  3. Click New.
  4. Enter a name for the product group.
  5. Enter a meaningful description for the product group.
  6. Select the Salesforce product for the product group. This Salesforce product will be used by FinancialForce Accounting to get the account for payable invoices and sales invoices.
  7. [Optional] Select the COGSClosed Cost of Goods Sold GL account to be associated with the product group.
    Note:

    If this field is not filled in, the GL account from the appropriate mapping is used.

  8. [Optional] Select the inventory GL account to be associated with the product group.
    Note:

    If this field is not filled in, the GL account from the appropriate mapping is used.

  9. [Optional] If your organization uses dimensions in FinancialForce Accounting, select the dimensions to be associated with the product group.
  10. Click Save.
  11. Repeat these steps for each product group to be mapped with FinancialForce Accounting.

Associating a Product Group with an Item Master

To associate a product group with an item master:

  1. Go to the Items tab.
  2. Select the item number you want.
  3. Select the product group you want to associate the item master with.
  4. Click Save.