Salesforce Quote to SAP Business One Order
First published on: 08/18/2023/11:26 pm
Workflow Description
In this workflow, a scheduled job will call Salesforce at regular intervals (configurable) to retrieve sales orders created or updated since the last integration run.
When a sales quote is added or updated in Salesforce, the integration will check a UDF on the SAP Business One sales order called ‘U_V33SB_SFQuoteId’, which contains the Salesforce sales quote ID.
If a value exists, the existing sales quote in SAP Business One will be updated.
If the sales quote doesn't exist, it will be created and the Salesforce ‘sales quote id’ will be saved to SAP Business One's sales quote UDF ‘U_V33SB_SFQuoteId.’
Workflow Diagram
Mapping
The following mapping will be applied:
|
Salesforce Quote |
SAP Business One Order |
Comments |
|---|---|---|
|
Header |
||
|
CreatedDate |
DocDate |
|
|
CreatedDate |
DocDueDate |
|
|
AccountId |
CardCode |
“GetCardCodeByAccountId” Query Result Based on AccountId |
|
TotalPrice |
DocToal |
|
|
|
Confirmed |
tNO |
|
|
U_V33SB_SFQuoteId |
|
|
Lines |
||
|
Product2Id |
ItemCode |
“GetItemCodeByProductId” Query Result Based on Salesforce Product2Id |
|
Quantity |
Quantity |
|
|
UnitPrice |
UnitPrice |
|
|
Last modified: 08/30/2024/1:35 pm |
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