I have a related objects that are connected to this Project Object within the application that deal with services rendered and vendors.
Here is what I am trying to do:
I have an object called "Services" which details the total cost and services rendered by a vendor, or us internally.
I have an object called "Project Invoices" which I want to run monthly via the Process Builder to capture all of the services that are listed as complete and have not been ran before.
I want to combine all of the services that meet the criteria and create an invoice with all of those services. Is this possible? The number of services will be changed dependant on the particular project. Basically, I want this invoice to read:
Invoice Name: Month, Year, Project Name
Line 1: Vendor , Description, Order number, Cost
Line 2: Vendor , Description, Order number, Cost
Line 3: Vendor , Description, Order number, Cost
Line 4: Vendor , Description, Order number, Cost
etc.....
The business case is to look at each of the invoices as a separate month in order to reduce vendor costs, analyze total costs vs billing, etc.
Is this possible?
Thanks in advance!
1 件の回答
Hi Jory,
This is a great question and requires some development work. In case you don't receive a response here, may I also suggest joining the developers group below to collaborate with the experts on best practice and advice.
https://developer.salesforce.com/forums?dc=Apex_Code_Development#!/feedtype=RECENT&criteria=ALLQUESTIONS&
Thanks,
Bhavin
