Invoice Line Item Creation Flow
- Matt Romeo
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
Statuson relatedWork Order Line Itemsto Completed.Check to make sure an Invoice exists for the participant where Invoice Line Items can be assigned.
If no
Invoiceis found then the flow will create a newInvoiceRecord.
Check if the related
Agreement Itemfor eachWork Order Line Itemrequires anInvoice Line Itemto be created and then create the Invoice Line Item where required.
This solution leverages Salesforce Flows to create the Invoice Line Item Record.
