By default, Breadwinner is set up to create transactions (invoices, bills and POs) from Opportunities. However Breadwinner also natively supports creating these transactions from the Salesforce Order Object and the Mission Control "Billing Event" Object. To enable this functionality for these Objects, the installer has to create a look-up relationship from the Breadwinner Invoice Object to the Order Object or the MC Billing Event Object. That will bring the Invoices related list onto the respective object and also enable the ability to auto-populate the invoice fields from fields on the Order or Billing Event Objects.
Creating Transactions from Orders and Mission Control
Modified on: Fri, 21 May, 2021 at 1:52 PM
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