Here are five of the most common:Įxpense Allocations: For example spreading expenses of a shared resource across multiple business units. These areas tend to be something that each customer does differently so they make ideal customization candidates. There are a few areas of customization we see customers request that Accounting Seed will not be building into the application. There are, however, three Accounting Seed objects that drive the integrity of the General Ledger data that we prevent anyone from editing either manually, via the API, or through declarative Salesforce tools. Customizable Objects and Page LayoutsĬustom Fields, Workflow Rules, Process Flows, Approval Rules, Validation Rules, and more are all available tools that Salesforce supplies and can be leveraged in the same way with Accounting Seed.Īccounting Seed is often used with other AppExchange apps that are developed in the same open architecture, native way.ĭocument generation products can also be used to generate customer/vendor facing documents such as Invoices, Statements, Purchase Orders, and Packing Slips. However, the three most common integration points are the Billing, Payable and Journal Entry. Ultimately, any object in Accounting Seed can be integrated to from outside of the General Ledger tables described above. This means you can customize and configure our objects and page layouts just like you can with any custom object in Salesforce. Outbound Inventory Movement (ERP Package)Īccounting Seed made a deliberate decision to maintain the flexibility of the Salesforce platform and build Accounting Seed as natively as possible. Manufacturing Inventory Movement (ERP Package) Purchase Order Inventory Movement (ERP Package) Global Posting/Unposting Class Accessible Via Apex The table below also lists accessibility of the posting and unposting classes through the API. The Accounting Seed posting process is accessible through the API in most cases when the transaction does not post automatically. If there are any updates or insertions directly into the transaction table through custom code, Accounting Seed support will not assist in support for the organization. Please note that Accounting Seed does not support creating or updating records directly into the transactions table in our application. The objects are listed in the table below. All of these objects create transaction related records (aka Debits and Credit) via the posting process. There are (13) source objects associated with the Accounting Seed General Ledger. Each section contains more detail on record insertion and posting. The common areas for integration to Accounting Seed as listed below. Accounting Seed extends the Salesforce API with Global Classes for our posting process of Billings, Accounts Payable, and Journal Entries. Accounting Seed uses the Salesforce API which is fully documented at. This section of the knowledge base provides information for developers of Salesforce and Accounting Seed. The Webhook Event object captures data from Stripe that needs to be dispersed in Salesforce.Official Accounting Seed API Documentation Overview The Transaction object is used to capture, authorize, and refund Transactions, create payouts to external accounts, transfer funds between Stripe accounts and provide adjustment Transactions from Stripe. A Stripe Invoice Record Type is used to create an Transaction in Stripe Billing. InvoicesĪn Invoice Record Type Invoice can be used to invoice a customer and apply charge Transactions to record a payment. The Payment Schedule object allows you to create a variety of forward-looking, scheduled (recurring) Transactions. The Payment Method object stores the methods by which you charge your customers. The Payment Gateway Customer object connects your Salesforce customers ( Accounts and/or Contact s) with your Customer accounts in Stripe. The Payment Gateway object connects your Stripe account to Salesforce. A Stripe Line Item Record Type is used to create Invoice Items for an Invoice in Stripe Billing. Line Items store price and quantity information for items related to an Invoice. The Dispute object receives disputes and allows you to submit evidence and upload files in defense. This Metadata Type automatically installs metadata records into your org. The Company Info object houses information regarding your company or companies. Blackthorn Logsīlackthorn Log records store application errors captured in our code as well as some batch job information. For example, when a payment is made for four Invoices using the same Transaction, Allocations help to split the funds across those four Invoices. The Allocation object allows you to allocate funds to multiple Line Items on the same Invoice from a single Transaction. These custom objects are the bread and butter of Blackthorn Payments.
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