Cash Receipt auto-posting behavior

Comments

4 comments

  • Official comment
    Preasha Hussain

    Hello Bao, 

    Thank you for this request, I will also be sending this request in for review by the product development team.

     
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  • Bao Do

    This is becoming more and more of an issue for developers and SI's.  Has this been considered for a future release?

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  • Bao Do

    Has this been considered yet for the roadmap?  It is an issue when users need to intercept and set a financial field value but are unable to because the cash receipt is auto-posted (and in some cases auto-applied) which makes it very difficult to unlock the record to set the financial fields to the desired value.

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  • Rebecca Ralls

    I'll add my voice here.  Before save flows can be used in some instances to populate the necessary financial information, but Bao is correct when he says "if using AS functionality (such as Receive Payments on the Billing or Create Cash Receipt checkbox on the Opportunity's Create Billing intermediate screen), then it is actually IMPOSSIBLE to intercept the cash receipt before save and replace values."

    I recently had to create a flow that unapplied the CR, unposted the CR, updated the CR and then reposted it and reapplied everything in order to meet this requirement.  It's a very heavy lift for something that should be a simple solution.  

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