Custom Guided Wizard
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Button URL Structure
Summarized Button URLs
Bill and Purchase Order
3min
you can create bills and purchase orders as well button url /apex/breadwinner qbo newbillpo ?originating record={!salesforce record id} \&parent account=api field name c \&invoice date=bill date api field c \&invoice location field=api field c \&invoice memo field=memo api field c \&child relationship name=child name r \&child object inventory name=name field c \&child object description=description c \&child object quantity=quantity field \&child object unit price=unit price field c \&child object class=class field c \&expense type=bill \&itemmapping preference=items above we specify “\&expense type=bill” , but you may also specify “po" in qbo there are two types of line items those are account and item based line items at present, you can map line items with either one of them at a time item based line items you can replace \&itemmapping preference = items account based line items you can replace \&itemmapping preference = accounts and \&child object inventory name is not required specifying bill or purchase order specific fields you do not need a different field for dates, as invoice date will be the date field for bills and purchase orders however, purchase orders have additional fields that are not used anywhere else button url /apex/breadwinner qbo newbillpo ?originating record={!salesforce record id} \&parent account=api field name c \&invoice custom field 1=api field c \&invoice custom field 2=api field c \&invoice custom field 3=api field c \&invoice message field=message to vendor api field c in qbo, bills have additional fields that are not used anywhere else button url /apex/breadwinner qbo newbillpo ?originating record={!salesforce record id} \&parent account=api field name c \&due date=bill date api field c \&child object taxable=is taxable field c