Creating Transactions from Orders, Mission Control, and Custom Objects
Orders and Mission Control
By default, Breadwinner is set up to create transactions (Invoices, Bills, and Purchase Orders) from Opportunities. However, Breadwinner Professional and Business also natively support creating these transactions from the Salesforce Order Object and the Mission Control "Billing Event" Object. To enable this functionality for these Objects, the installer must create a lookup relationship from the Breadwinner Invoice Object to the Order Object or the MC Billing Event Object. That will bring the Invoices related list onto the respective object and enable auto-populating the invoice fields from fields on the Order or Billing Event Objects.
Custom Objects
Breadwinner can create Invoices, Bills, and POs from Salesforce Custom Objects
There are typical scenarios we work with:
- A Custom Object with a Child Object. Together, this Object/Child Object makes up the Invoice and the Line Items.
- A Custom Object that becomes both the Invoice and the Line Items. This could be a custom object or even an Opportunity. In this scenario, there are fields on the record itself that should become Line Items. So, a single record could create an invoice and unlimited Line Items.
- A Custom Object that becomes the Invoice. Unusual, as this would require you to manually enter at least one Line Item, but possible.
- Third-party Invoicing. The recipient of an Invoice is not the Account associated with the Opportunity/Order/Custom Object. Example: a school orders supplies but the school district is billed.
Implementation
The creation of Transactions from Custom Objects requires Breadwinner Business and the "Custom Guided Wizard" add-on.
If your organization has subscribed to these components, you can request an onboarding session (typically a 30-45min Zoom call) during which we will create with you the first 'Custom Button,' which is used to start the guided Invoice Creation process.