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Matt Romeo

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The Create Invoice Line Items flow leverages Salesforce Flows to trigger an automated process when a Work Order and Work Order Line Items are closed to create an Invoice Line Item for each Work Order Line Item.

  • Work Order Line Items are linked to an Agreement Item with a related Support Item or Product as part of scheduling processes.

  • Invoice Line Items then inherit the costs from the Work Order Line Item.

  • Agreement Items will then rollup and track the overall expenditure that has been allocated.

This is a key process to connect the Maica and FSL data models, as it combines a key function of FSL (to enable service delivery) with a key function of Maica (to enable invoicing).

When a mobile user uses the Check Out From Service Appointment action in Service Appointment Management, this will trigger the status of a Work Order to be updated to Completed.

When a Work Order is updated to Completed the Create Invoice Line Item flow is triggered, this flow will:

  • Update the Status on related Work Order Line Items to Completed.

  • Check to make sure an Invoice exists for the participant where Invoice Line Items can be assigned.

    • If no Invoice is found then the flow will create a new Invoice Record.

  • Check if the related Agreement Item for each Work Order Line Item requires an Invoice Line Item to be created and then create the Invoice Line Item where required.

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This solution leverages Salesforce Flows to create the Invoice Line Item Record.

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