SFDC < Rapidi > NAV

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SFDC < Rapidi > NAV by Mind Map: SFDC < Rapidi > NAV

1. Tested

1.1. DK

1.1.1. Blanket order creation SFDC > NAV

1.1.1.1. Blanket order item lines SFDC > NAV

1.1.2. Customer

1.1.2.1. Account creation SFDC > NAV

1.1.2.2. Account update SFDC > NAV

1.1.3. Blanket Order

1.1.3.1. Outstanding fields that we need to map

1.1.4. Item

1.1.4.1. Item creation SFDC > NAV

1.1.5. Blanket Order

1.1.5.1. Deletion of Blanket Order

1.1.5.2. Deletion of Blanket Order Lines

1.1.5.3. Update information of Blanket Order Lines

1.1.5.4. Update information of Blanket Order

1.1.6. Rapidi Custom Objects

1.1.6.1. Sales Order

1.1.6.2. Invoice Lines

1.1.6.3. Ledger Item

2. Decisions

2.1. Customer

2.2. Item

2.2.1. NAV > SFDC Creation disabled (ITEM01_ITEM_SF_ADD)

2.2.2. NAV Item Price -> SFDC Std. PricebookEntry (ITEM02_PRICE_NAV_ADD)

2.2.3. NAV Item Price -> SFDC Std. PricebookEntry (ITEM02_PRICE_SF_ADD)

3. Outstanding

3.1. All Swedish integrations

3.2. NAV Customer Number cleanup in SFDC

3.2.1. Update Account Fields

3.2.2. Add Customer No to Accounts

3.3. SFDC Production

3.3.1. Polsource

3.3.2. QA

3.3.2.1. Fields

3.3.2.2. Process builders

3.3.2.3. Workflows

3.4. Customer

3.4.1. Bill to Account on Customer

3.4.2. Salesperson code

3.4.3. VAT Registration Number

3.4.4. Org number

3.5. Blanket Order

3.5.1. Get Ship To Contact email address onto NAV Blanket Order field "Sell-To Contact" via Lookup

3.5.1.1. For Copenhagen public schools, if Ship To City = Copenhagen & School Type = Public, the NAV Sell To Contact should only write "POGR

3.5.2. Get Bill To Customer Number from Account via Bill To Account Lookup

3.6. Partner Accounts

3.6.1. SE

3.6.2. DK

3.7. General Ledger

3.7.1. https://clio--qa.lightning.force.com/lightning/r/Ledger_Entry__c/a1c1X000000CP7jQAG/view?ws=%2Flightning%2Fr%2FAccount%2F0011X00000Vu6XJQAZ%2Fview

3.7.2. See filter source of LEDGERENTRY01_SF_ADD

4. To Test

4.1. Customer

4.1.1. Update customer NAV > SFDC (CUST02_SF_UPD)

4.1.2. Update NAV info to SFDC

4.1.3. NAV > SFDC Account creation disabled

4.2. Swedish setup

4.3. Set up schedules

5. New routines

5.1. Adding EAN retroactively.

6. Done

6.1. Customer

6.1.1. Update some fields from NAV to SFDC

7. Schedules

7.1. 01. GROUP - CUST

7.2. 02. GROUP - BLANKET_ORDER

7.3. 03. GROUP - ITEM

7.4. 04. GROUP - ORDER

7.5. 05. GROUP - INVOICE