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Invoice Line Item Creation Flow

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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).

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