Default Integration Rules (Legacy Mode)

The related pages describe the default integration rule records added by SRP.

Note:

Integration rules are only used in legacy mode Closed When SRP runs in legacy mode, it uses the older mechanism that were introduced before Spring 2021. Some features and modern user experience components aren't available in legacy mode. Legacy mode is enabled when the Run Integration in Enhanced Mode field in the SRP Integration Settings custom setting is deselected.. In enhanced mode Closed When SRP runs in enhanced mode, it uses the improved mechanism introduced starting with Spring 2021. This includes better flow execution performance and a modern user experience. Enhanced mode is enabled when the Run Integration in Enhanced Mode field in the SRP Integration Settings custom setting is selected., SRP uses Foundations mappings. For more information, see Object and Field Mappings.

The Integration Rule object is included in FinancialForce Accounting. For more information about all of the available fields, see Integration Rule Fields.

Reference

Create Sales Credit Note from Billing Event Rule

Create Sales Invoice from Billing Event Integration Rule

Map Analysis fields from Invoice to Credit Note Rule