Order Entry advanced sales document workflow defaulting tools

The Intacct Configuration application in Salesforce has added tools to use with the advanced sales document workflow.

To access the defaulting tools:

Log in to Salesforce as an administrator.
Go to the Intacct Configuration tab in the IntacctAdvanced CRM Integration application.
Select the Intacct Synchronization tab > Order Entry.
Review the available tools and add defaults or mappings as needed.
Save your changes.

Sales document defaulting

Use this tool to define the default sales document field values used when a sales document is created.

Select the Field mapping link.

The sales Document Defaulting tool opens.
Set the Destination Field.
This is a field on the sales document that will display information from the source field.
Set the Source Object.
This is the object where the field that contains the information you want is found.
Set the Source Field.
This is the field that contains the information you want to see on the sales document.
Select Add Mapping.
Repeat these steps for as many fields as needed.
Save your changes.

This tool is used to define the default sales document item field values used when a sales document Item is created.

Select the Field mapping link.

The sales Document Item Defaulting tool opens.
Set the Destination Field.
This is a field on the sales document that will display information from the source field.
Set the Source Object.
This is the object where the item field that contains the information you want is found.
Set the Source Field.
This is the item field that contains the information you want to see on the sales document.
Select Add Mapping.
Repeat these steps for as many fields as needed.
Save your changes.

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