Integration Rules

Integration Rules - Type 1

This topic relates to the first generation of Integration Rules. Contact your FinancialForce representative for information about the suitability and availability of the next generation of integration rules (ClickLink).

Do you want to make your own custom fields available for reading or writing on your sales invoices and credit notes?

Do you want to make any additional fields available for printing on these sales documents?

Would you like your own custom fields on these objects to be exposed to the FinancialForce API and desktop appsCompatible applications installed on your local computer, such as FinancialForce XL and FinancialForce Print Formatter. for printing, reporting or document input?

If you have created custom fields for the sales invoice or credit note objects and want to see them on the corresponding FinancialForce pages, or when printing them from the application, you must create integration rules with only these target objects defined. The same read and write permissions granted for the FinancialForce application extend to the FinancialForce API.

Note: Note Notepad

FinancialForcePrint Formatter and FinancialForceXL both use the FinancialForce API to manipulate data.

They may also be used for standard fields that do not appear on printed invoices and credit notes.

Note: Notes

You cannot create more than one rule of this type for each target object or target detail object.
If you define a target object or a target detail object, you must also create at least one line for the corresponding section.
The 'For Reading' permission makes the field available as additional information in the header or line item section of the document, respectively.
To grant the 'For Writing' permission, the field must also have the 'For Reading' permission selected.
Do not grant 'For Reading' or 'For Writing' permissions to standard fields on sales documents.
'For Reading' and 'For Writing' permissions also extend to the API, making the field available to other applications such as Print Formatter.
The 'For Printing' permission causes the field name and data to be printed as additional information in the corresponding header or line item section of the sales document when it is printed from the application.
An integration rule of this type is needed to make a custom field available even if the same field is mapped in a separate type 2 integration rule.

See "Creating Custom Fields" in the Salesforce Help for more information.

Where are my custom fields?

Related Concepts

What is an Integration Rule?

Integration Rules - Type 2

Related Tasks

Managing Integration Rules

Using Integration Rules

Creating Integration Rules - Type 1

Creating Integration Rules - Type 2

Automatically Generating Sales Invoices

Automatically Generating Cash Entries

Reference

Integration Rule Fields

Run Integration Rule Fields