SAP Business One Inventory to Salesforce Product Item

First published on: 08/18/2023/11:24 pm

Workflow Description

This is a query-based workflow in which an SAP Business One query called GetSFInventory (Appendix A) is used to retrieve items whose stock level has changed since the last update (determined by whether the count retrieved by the query equals the value in the item UDF U_V33SB_SFLASTCT).

An inventory level update will be sent to Salesforce for each product found.

When inventory for the item is updated on the Salesforce product item object, the workflow will check the item's UDF ('U_V33SB_SFProductItemId’), which contains the Salesforce product item ID.

If a value exists, the existing inventory record in Salesforce will be updated.

If the product item doesn't exist, it will be created and the Salesforce product item ID will be saved on the items in SAP Business One in UDF 'U_V33SB_SFProductItemId.’

Workflow Diagram

Mapping

The following mapping will be applied:

Assumptions

• This workflow is dependent on the Salesforce Field Service module.
  • Failure to install the Field Service module will result in the non-installation of the 'Product Item' object within Salesforce, rendering this workflow inoperable.
• The Client must provide the Salesforce location ID.
• SAP Business One item will be the master record for item information.

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