ProntoPlus Receipting Integration

Owned by Posimente
May 23, 2023
2 min read

 

ProntoMerch is the Product GAU Allocation function within ProntoPlus. You can assign a GAU to a Product, so that when the product is purchase on the online shop, it can update the GAU Allocations on the Opportunity to be split according to the products.

 

NB. you must have ProntoMerch setting in PPlus settings turned on

 

The Opportunity is created by PeCat in Pledged state, allocated to the default GAU, the Products are synced over, then the Opportunity is updated to Closed Won and the field "Re-Calculated Allocations" is set to TRUE. This will run a recalculation of the GAUs based on the Product GAU Allocations.

 

 

POST INSTALL CONFIG REQUIRED

The Trigger Handlers for Receipting and GAU recalculation need to be edited and the order adjusted to make sure the receipt is sent AFTER the Recalculation is done.

 

  1. Clone the Receipt Trigger Handler

 

 

 

2. Make the new Trigged Handler After Insert and After Update ONLY, and load order AFTER the recalculate (8 in this case)

 

 

3. Edit the original Receipting Trigger to be Before Insert Before Update ONLY

 

4. Edit any other listed trigger handlers to adjust the load order by +1