Versions Compared

Version Old Version 3 New Version Current
Changes made by

Tim Sweeney

Tim Sweeney

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info

Batch records are created in Salesforce in order to capture and create records based on specified criteria.

Invoice Line Item and Time Sheet Entry Batches are generated at the completion of Service Delivery when records are finalised and ready to be claimed against or to pay resources.

How to Create Invoice Line Item and Time Sheet Entry Batches

...

Invoice Batch

When a Work Order's Status = ‘Completed' and the Approval Status = 'Approved - Manual' or 'Approved - Auto' and its related Work Order Line Items Status = 'Approved', it will then meet the conditions required that when a Batch is run, an Invoice Line Item will be created for each respective Work Order Line Item.

INVOICE CREATION

When an Invoice Line Item Batch is run, an Invoice will be created

INVOICE LINE ITEM CREATION

Work Order Line Item Criteria

WOLI Field

Value

Status

Approved

WorkOrderLineItem.WorkOrder.Status

Completed

WorkOrderLineItem.WorkOrder.Approval_Status__c

Approved - Auto OR Approved - Manual

Batch

NULL

ILI FIELD

WOLI FIELD

NOTES

Batch__c

Batch__c

When a Batch is run, it will stamp the Batch number on the WOLI the ILI has been created from.

Invoice

maica__Service_Agreement__c

maica__Service_Agreement__c

The Service Agreement attributed to funding

maica__Agreement_Item__c

maica__Agreement_Item__c

The source of funding from maica__Service_Agreement__c.maica__Agreement_Item__c

Service Date

StartDate

The date the service was delivered.

Amount

Actual_Total_Price__c

The final Price calculated from Actual Quantity x Rate.

Product

maica__Product__c

The selected Support Item(Product) delivered

Time Sheet Batch

When a Service Appointment's Status = 'Completed' and the Approval Status = 'Approved - Manual' or 'Approved - Auto', it will then be eligible to be included in the Batch and a Time Sheet Entry will be created when the Batch is run.

TIME SHEET ENTRY CREATION

The Time Sheet Entry Start Time and End Time are mapped from the Actual Start and Actual End fields on a Service Appointment record.

...

  • Check In & Check Out on time

    • If a Support Worker Checks In within the Service Appointment Tolerance Setting then the Actual Start will be applied as the Scheduled Start on the Service Appointment.

    • If a Support Worker Checks Out within the Service Appointment Tolerance Setting then the Actual End will be applied as the Scheduled End on the Service Appointment.

  • Check In or Check Out not on time

    • If a Support Worker does not Check In or Check Out on time then they will be asked if they want to update the Actual Start and Actual End times and provide a reason.

Service Appointment Criteria

Service Appointment Field

Value

Status

Completed

WorkOrderLineItem.WorkOrder.Approval_Status__c

Approved - Auto OR Approved - Manual

Batch

NULL

TSE FIELD

SA FIELD

NOTES

TimeSheetId

 

Retrieve Time Sheet for specified Service Resource which has a StartDate before TODAY and an EndDate after TODAY.

If a Time Sheet does not exist that meets this criteria, then create a new Time Sheet.

Service_Appointment__c

ID

 

StartTime

ActualStartTime

 

EndTime

ActualEndTime

 

Unit_Variance__c

 

Calculate the variance between Scheduled Date/Times and Actual Date/Times.

(SchedEndTime - SchedStartTime)

-

(ActualEndTime - ActualStartTime)

= Unit_Variance__c

Status

 

When a Time Sheet Entry is created, we will check if Unit_Variance__c <= Approval Percentage Threshold.

Set to Approved, if Unit_Variance__c <= Service Appointment Tolerance Setting OR to Submitted if Unit_Variance__c > Service Appointment Tolerance Setting.

Created_by_CheckOut__c

 

TRUE

Time Sheet Entry Types

There are different types of TSEs created as part of the Batch process. They are defined by Work Type where applicable, and a general time-based TSE.

...