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Under the tab “GoMeddo Jubscription Jobs” you are able to schedule various tasks. One of them is a task to retrieve the open amount from your finance system. The name of this job is Job_GetOpenAmounts. If you schedule this from the page everyday the system will retrieve the open amounts from Exact Online.
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Exact field | Salesforce field | Notes |
INVOICE LINE | ||
Item (Artikel) | Fixed value “STANDAARD” | Configurable in a custom setting: CLIENT_ARTICLE_FIELD |
GLAccount | Subscription25__Ledger_Number__c | Via Subscription25__Administration_Product__c object |
UnitPrice | OrderItem.UnitPrice | |
Quantity | OrderItem.Quantity | |
VAT | Subscription25__VAT_Code__c | Via Subscription25__Administration_Product__c and Subscription25__VAT_Code__c objects |
StartDate | OrderItem.ServiceDate | Only if it does not fall in the same month as the invoice date |
EndDate | OrderItem.EndDate | Only if it does not fall in the same month as the invoice date |
Description | OrderItem.PricebookEntry.Product2.Name – OrderItem.Description | Configurable in a custom setting: CLIENT_INVOICE_LINE_DESCRIPTION_FIELD |
Note | Configurable in a custom setting: CLIENT_INVOICE_LINE_NOTES_FIELD | |
Costcenter | Configurable in a custom setting: CLIENT_COST_CENTER_FIELD | |
Costunit | Configurable in a custom setting: CLIENT_COST_UNIT_FIELD |
Reset authentication
In some rare cases, the authentication of Exact Online expires. To reset it, navigate to Setup, then Security -> Named Credentials. Select the record you created for your administration. If you can't remember which one, check the Administration record and look for the name in the Named Credential field.
Press 'Edit' and save the record. Make sure 'Start Authentication Flow on Save' is enabled. This will open the exact Online login screen. If needed, log in and accept the terms. Once you've logged in, you'll be redirected to Salesforce and the connection will be up and running again.