Scenario A Creating a Target Document from a Source Document

In this scenario a ClickLink rule is created to generate a target record from a source record. The source and target records have child records.

Problem

You are a sales clerk and want to turn a work order into a sales invoice when the work order has been flagged as "To Invoice". When the sales invoice has been created, you want the work order to be marked "Invoiced". You also want the new sales invoice to be linked to the work order.

Solution

Create ClickLink rules to map the fields on the work order and work order line items onto a sales invoice and the sales invoice line items. In this scenario, these fields in the work order object will be mapped to the sales invoice object using a master level ClickLink rule:

Source in Work Order Object	Source Field Data Type	Target Field in Sales Invoice
Account	Lookup to Account	Account
Date	Date	Invoice Date
Summary Description	Text	Invoice Description
Id		Work Order

These fields in the sales order line item object will be mapped to the sales invoice line item object using a detail level ClickLink rule:

Source in Work Order Line	Source Field Data Type	Target in Sales Invoice Line Item
Service Code	Lookup(Product)	Product Name
Hours	Number(4, 0)	Quantity
Rate	Currency(5, 2)	Unit Price

Note:

This scenario assumes that Accounting is installed, a work order and a work order line item object already exist in the org with a master-detail relationship. If these do not exist on your org, you must create the work order and work order line item objects yourself.

To create the solution using ClickLink:

1. If the fields described previously do not exist in the Work Order and Work Order Line Item objects create them.
2. Add these custom fields of type Checkbox to the Work Order object with a Default Value of Unchecked:
   • To Invoice
   • Invoiced.
3. Create the master level ClickLink rule Convert Work Order to Sales Invoice. For instance:

   Item	Value
   ClickLink Rule Name	Convert Work Order to Sales Invoice
   Source Object	Work_Order__c
   Source Object Name Field	Name
   Source Object Processed Field	Invoiced__c
   Source Object Process Field	To_Invoice__c
   Target Object	c2g__codaInvoice__c
   Target Object Name Field	Name

4. Create the ClickLink mappings for the rule you created in the previous step:

   Target Record Based On	Mapping Type	Mapping Literal	Source Field	Target Field
   Source Record	Source Field		Account__c	c2g__Account__c
   Source Record	Source Field		Date__c	c2g__InvoiceDate__c
   Source Record	Source Field		Summary_Description__c	c2g__InvoiceDescription__c
   Source Record	Source Field		WorkOrder__c	Id
   Source Record	Literal	False		ffbilling__CopyAccountValues__c

5. Create the detail level ClickLink rule to convert work order line items to sales invoice line items:

   Item	Value
   ClickLink Rule Name	Convert Work Order Line to Sales Invoice Line
   Source Object	WO_Detail__c
   Source Object Name Field	Name
   Target Object	c2g__codaInvoiceLineItem__c
   Target Object Name Field	Name

6. Create the following ClickLink mappings for the rule you created in the previous step:

   Target Record Based On	Mapping Type	Mapping Literal	Source Field	Target Field
   Source Record	Source Field		Service_Code__c	c2g__Product__c
   Source Record	Literal	False		ffbilling__DeriveUnitPriceFromProduct__c
   Source Record	Source Field		Hours__c	c2g__Quantity__c
   Source Record	Source Field		Rate__c	c2g__UnitPrice__c

7. In the master level ClickLink rule, create a ClickLink relationship to relate the master level ClickLink rule to the detail level ClickLink rule:

   Master ClickLink Rule	Detail ClickLink Rule	Description	Source Relationship Name	Target Relationship Field
   Convert Work Order to Sales Invoice	Convert Work Order Line to Sales Invoice Line	Link Work Order to Sales Invoice	Work_Order_Details__r	c2g__Invoice__c

   Note:

   The Source Relationship Name is the Child Relationship Name of the Master-Detail Lookup field on the detail source object suffixed with __r. For instance, in this example, the Work Order Line Item object contains a Work Order field, which is a Master-Detail Relationship with the Work Order object.

8. Create Visualforce pages to create the sales invoice records. For instance, you can use this Visualforce markup to create a single record from the work order details.

   <apex:page standardController="Work_Order__c" extensions="ffirule.IntegrationRuleEngine" action="{!convert}"> <ffirule:IntegrationRule engine="{!engine}"/></apex:page>

   You can use this Visualforce markup to create multiple records from a work order list view.

   <apex:page standardController="Work_Order__c" extensions="ffirule.IntegrationRuleEngine" action="{!convert}" recordSetVar="records"> <ffirule:IntegrationRule engine="{!engine}"/></apex:page>

9. In the in the Convert Work Order to Sales Invoice rule, create ClickLink buttons for the Visualforce pages you created in the previous step.
10. In the Work Order custom object create a custom button and a custom link to access the Visualforce pages.
11. Add the custom button to the Work Order page layout and the custom link to the Work Orders List View.

To test the ClickLink rule:

1. Open a work order.
2. Select the To Invoice checkbox and save the change.
3. Click the Create Invoice button you created earlier.