What implementation option should a revenue cloud consultant pursue first?

A user story for a Revenue Cloud implementation states. As an Accounts Receivable Manager, I want to automatically generate invoices in draft status the same day of every month”.

What implementation option should a revenue cloud consultant pursue first?
A . Set up an invoice scheduler
B . Triggers and apex to check the bill now checkbox after the order status is changed to “Activated”.
C . Workflow rule to check the bill now checkbox after the order status is changed to “Activated”.
D . Set up a Payment Scheduler

View Answer

Answer: A

Explanation:

An invoice scheduler is a feature of Salesforce Revenue Cloud that allows you to automate the creation of invoices based on predefined criteria and schedules. An invoice scheduler uses an invoice run to evaluate whether and when an order product gets invoiced. You can set up an invoice scheduler to run daily, weekly, monthly, or once, and specify the target date and time, the invoice date, and the invoice batches to include. You can also choose to automatically post the generated invoices or review them in draft status before posting. An invoice scheduler is the best option to fulfill the user story, as it can generate invoices in draft status the same day of every month without requiring any manual intervention or custom code. 12

Triggers and apex are not the best option, as they require writing and maintaining custom code, which can be complex and error-prone. They also do not provide the flexibility and control of an invoice scheduler, as they can only check the bill now checkbox after the order status is changed to “Activated”, which may not match the desired invoicing schedule or criteria. 3

Workflow rules are also not the best option, as they have similar limitations as triggers and apex. They can only check the bill now checkbox after the order status is changed to “Activated”, and they cannot specify the invoice date, time, or batches. Workflow rules also have some restrictions and considerations, such as the number of actions per rule, the order of execution, and the impact on performance. 4

Setting up a payment scheduler is not relevant to the user story, as it is a feature of Salesforce Revenue Cloud that allows you to automate the collection of payments from customers based on predefined criteria and schedules. A payment scheduler does not create invoices, but rather applies payments to existing invoices or payment allocations. [5]

Reference:

1: Invoice Schedulers for Automating Invoice Creation – Salesforce

2: Invoice Scheduler | Salesforce Subscription Management | Salesforce Developers

3: Use Invoice Scheduler to Generate Invoices – Salesforce

4: Workflow Rules Considerations – Salesforce

[5]: Payment Schedulers for Automating Payment Collection – Salesforce