Wedid: Custom Invoice Administration

Challenges:

This company earns their revenues through bookings services that they have planned and executed for their clients.

Their invoicing practice is to invoice all completed line items of the bookings in end of each month. For an example,  they would like to prepare the bookings and line items completed this month for invoicing.

Booking A
1) Account: Company XYZ
2) Booking Completed: 01/16/2015
3) Booking Line Items:
– Placement Booking
– Transportation Booking

Booking B
1) Account: Company ABC
2) Booking Completed: 22/16/2015
3) Booking Line Items:
– Placement Booking
– Transportation Booking

Booking C
1) Account: Company XYZ
2) Booking Completed: 01/16/2015
3) Booking Line Items:
– Placement Booking
– Transportation Booking

Booking C
1) Account: Company ABC
2) Booking Completed: 22/16/2015
3) Booking Line Items:
– Placement Booking

Solution:

  1. The line items of each bookings are set as products in Salesforce. These products must be from a single pricebook.
  2. Build a Visualforce page that allows the record search and filtering. i.e. Dates.
  3. With the results found from the search and filtering, user can choose which bookings and their line items to be processed.
  4. Once proceed, a trigger will create opportunities for each bookings and booking line items will be created as opportunity line items against the created opportunities.
  5. User can then use an app to sync the opportunities and their opportunity line items over to their accounting  system for invoicing process.
Related Objects Product, Pricebook, Pricebook Entry, Booking, Booking line item, Opportunity, Opportunity Product
Components/App VisualForce, Trigger, Breadwinner App
Complexity Difficult