Order Entry transaction definitions in Salesforce buttons

You can configure your integration to use Intacct standard and custom transaction definitions as buttons on Salesforce Order Entry opportunities.

Standard transaction definition buttons

You can configure your integration to use standard Intacct custom transaction definitions as buttons in Salesforce on opportunities. The following buttons are included in the Advanced CRM Integration package and are available for use on your page layouts.

  • Create Sales Invoice
    Use this button to open an editable form to create a sales invoice.
  • Create Sales Order
    Use this button to open an editable form to create a sales order transaction.
  • Create Sales Quote
    Use this button to open an editable form to create a sales quote.
  • Shipper
    Use this button to open an editable form for creating a shipper document for one of the transactions described above.
  • Create Project
    This button is available for both Order Entry and Contract workflows.

Custom transaction definition buttons

You can configure your integration to use Intacct custom transaction definitions as buttons in Salesforce on opportunities. It's a three-step process:

  1. Configure Intacct to use a custom transaction definition.
  2. Configure a Salesforce button.
  3. Add the button to a Salesforce page layout.

Configure Intacct to use a custom transaction definition

  1. Log in to Intacct as an administrator.

  2. Go to Company > Admin > Subscriptions > Advanced CRM Integration and select Configure.

  3. On the Settings tab, in the Sales transactions synchronization section of Order Entry Integration, enter your preferred Document Name.
  4. Select the checkboxes for both From Salesforce and To Salesforce.
    For example, you could enter Sales Order Activation Rev Rec.
    Copy the name that you entered in the field to a notepad—you’ll use it in Salesforce.
  5. Save your changes.

Configure a Salesforce button

The following steps are for the Salesforce Classic UI.

  1. From Setup, enter Opportunity in the Quick Find box and select Buttons, Links, and Actions.
  2. Select New Button or Link.
  3. Set the following.
    New button or link setting options
    SettingOption
    LabelEnter the Document Name that you entered in Intacct. For example, Sales Order Activation Rev Rec. The Name field is automatically filled in.
    Display TypeDetail Page Button
    BehaviorDisplay in new window
    Content SourceURL
  4. Enter the following in the text field and replace [Transaction-Name] with the Document Name from Intacct (including spaces):
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Template

/apex/ia_crm__DataSyncronization?action=CREATE_TRANSACTION&recordId={!Opportunity.Id}&objectType=Opportunity&transactionDefinition=[Transaction-Name]&endpoint={!API.Partner_Server_URL_70}
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Example

/apex/ia_crm__DataSyncronization?action=CREATE_TRANSACTION&recordId={!Opportunity.Id}&objectType=Opportunity&transactionDefinition=Sales Order Activation RevRec&endpoint={!API.Partner_Server_URL_70}
The package prefix contains three underscores: ia_crm__
  1. Save your changes.
    A popup will inform you that the button needs to be added to a layout to be used.

Add the button to a Salesforce page layout

  1. From Setup, enter Opportunity in the Quick Find box and select Page Layouts.
  2. Select Edit next to the page layout that you want to add the button to.
  3. Select Buttons and drag and drop the button to the page.
  4. Save your changes.