Order and Inventory Management – FinancialForce Connector

Order and Inventory Management – FinancialForce Connector is a one-way connector from Order and Inventory Management to Accounting.

Order and Inventory Management – FinancialForce Connector enables you to:

  • Create sales invoices in Accounting from invoices in Order and Inventory Management.
  • Create sales credit notes in Accounting from credit invoices in Order and Inventory Management.
  • Create payable invoices in Accounting from AP vouchers in Order and Inventory Management.
  • Create payable credit notes in Accounting from AP voucher credits in Order and Inventory Management.
  • Create journals in Accounting from inventory transactions in Order and Inventory Management.
  • Synchronize supplier sites in Order and Inventory Management to vendor accounts.

Each of the actions can be performed manually, from a record page or a list view, or automatically, as part of another manual process or through a scheduled process. The only exception is the Suppliers to Accounts flow which runs in real time.

Note:

Older versions of the connector supported the use of plugins to create a sales credit note directly from an Order and Inventory Management invoice. This is no longer recommended. Instead, we recommend always creating sales credit notes from credit invoices.

The connector includes mechanisms for calculating and determining the relevant information whenever possible. This enables you to reduce manual data entry and the time needed to perform everyday actions.

Release Information

New Features and Enhancements in Order and Inventory Management – FinancialForce Connector Spring 2024

Upgrading Order and Inventory Management – FinancialForce Connector

Setup and Administration

Setting up Order and Inventory Management – FinancialForce Connector

OIM – FinancialForce Connector Admin Page

Flows

Vendor Accounts – Suppliers

AP Vouchers to Payable Invoices

AP Voucher Credits to Payable Credit Notes

OIM Invoices to Sales Invoices

Credit Invoices to Sales Credit Notes

Inventory Transactions to Journals

Additional Features

Avalara AvaTax and Order and Inventory Management – FinancialForce Connector

Reference Information

Custom Settings

Fields, Actions, and Buttons

Lightning