Salesforce Quote to SAP Business One Quote
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 quotes 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 quote document called ‘U_V33SB_SFQuoteId’, which contains the Salesforce sales quote ID.
If a value exists, the existing SAP Business One sales quote will be updated.
If the sales quote doesn't exist, it will be created and the ‘sales quote id’ from Salesforce will be saved on the sales quote in SAP Business One in UDF ‘U_V33SB_SFQuoteId.’
Workflow Diagram
Mapping
The following additional mapping will be applied:
|
Salesforce Quote |
SAP Business One Quote |
Comments |
|---|---|---|
|
Header |
||
|
|
DocEntry |
QueryDocEntry Query Result |
|
CreatedDate |
DocDate |
|
|
CreatedDate |
DocDueDate |
|
|
|
CardCode |
Get CardCode from query GetCardCode based on UDF ‘U_V33SBAccountId’ |
|
Id |
U_V33SBQuoteId |
|
|
Lines |
||
|
Product2Id |
ItemCode |
Get ItemCode from query GetItemCodeByProductId based on UDF ‘U_V33SBProductId’ |
|
Quantity |
Quantity |
|
|
TotalPrice |
LineTotal |
|
|
Id |
U_V33SB_SFLineId |
|
|
Last modified: 11/15/2023/8:24 pm |
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