Linking Accounts Automatically

Order-driven, automatic account linking between Nextian/Salesforce and the billing system occurs as follows:

1. During the sales process, a prospect account is created in Salesforce.
2. An opportunity and a quote are created.
3. Opportunity is Closed Won and a corresponding order is created.
4. The order and its underlying work orders are started.
5. One one of the tasks within the work order invokes a helper function to create the account.
   The function name has the following format: BILLING_AutomatedTask.createBillingAccount(), where BILLING refers to the billing system type.
   
   For example: GTV_AutomatedTask.createGtvAccount() is used for the Gotransverse billing system.

The Billing_AutomatedTask.createBilllingAccount() helper performs the following:

1. If the account already exists in the billing system (determined by matching the Billing Account ID and Billing GTV Account Number fields on the Salesforce account), the billing cycle and billing category will be updated in Salesforce.
2. If the account does not exist in the billing system, the function will create, link, and synchronize a new billing account. Required values for account creation (such as account category and billing cycle) will be taken from configured defaults.
3. Billing and payment information on the account will not be updated.