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FrendsPlatform / FrendsTemplates

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Generic Invoice file to Salesforce #58

Open jefim opened 5 months ago

sleekplan[bot] commented 5 months ago

This issue has been linked to frends-templates.sleekplan.app/feedback/157966. You can follow the discussion there!

davegroberts commented 5 months ago

Design document https://unthink.sharepoint.com/:w:/r/sites/frendsdemoteam/Shared%20Documents/General/Templates/Design%20Documents/Generic%20CSV%20Invoice%20File%20to%20SalesForce%20-%20Invoice.docx?d=w06a4198ccc744a52ac635708fc0077e9&csf=1&web=1&e=LC36IT

jannejjj-frends commented 5 months ago

The Salesforce API (and Salesforce as a whole) only allows the creation of Invoices through existing Orders. Thus, it's not possible to create invoices using the Create SObject task in Frends. You can see on the Invoice documentation that the create() call isn't supported, whereas e.g., on Order it is.

It seems that the only way to create invoices through the API is for Fulfillment Orders as described here. The issue with that is that we still wouldn't be able to create them using the Create SObject task, we'd rather have to use a url like /commerce/fulfillment/fulfillment-orders/fulfillmentOrderId/actions/create-invoice.. If we want to pursue Invoice creation in the future, we'd first have to figure out the process of creating the Fulfillment orders, and then creating invoices for them.