Billing Integration Work Order Helpers

Similar to standard Nextian helper methods enabling work order automation by defining automated tasks in work order templates, each billing system supported by the Nextian Billing Integration for Salesforce provides a dedicated helper APEX class named <Billing System Name>_AutomatedTask. This class includes methods that support automated integration with the corresponding billing system.

All helper methods take the parent work order, and the associated service as arguments.

These helper methods are typically combined with standard ones in work order templates. For example, AutomatedTask.StartService() is typically followed by <Billing>_AutomatedTask.confirmOrder() to:

  • StartService() starts the service in Nextian/Salesforce.
  • confirmOrder() makes the service billable in the billing system.

For full details on available methods, it is recommended to examine the corresponding Apex classes directly.

For example, the following methods are available for Gotransverse billing system:

Helper MethodDescription
Account management
GTV_AutomatedTask.createGtvAccountCreate customer account in GTV if the account does not exist yet.
New service creation
GTV_AutomatedTask.createGtvOrderCreate a GTV order in DRAFT status, along with the corresponding agreement.
GTV_AutomatedTask.confirmGtvOrderStart billing in GTV by confirming the GTV order (typically, at this stage the service has already been started in Salesforce).
Service add-on changes
GTV_AutomatedTask.
createServiceChangeGtvOrder
Create a change order in GTV to create new service add-ons.
GTV_AutomatedTask.
confirmServiceChangeGtvOrder
Confirm change order in GTV to create new service add-ons.
GTV_AutomatedTask.
updateServiceAddOnsOnGtv
Deactivate canceled service add-ons in GTV.
Service cancellations
GTV_AutomatedTask.cancelGtvServiceCancel (deactivate) a service in GTV.
Composite functions
GTV_AutomatedTask.
createGtvOrderAndService
Creates GTV account (if non-existent), creates GTV order for the service and starts GTV service billing in a single transaction for simpler GTV integration workflows.This call combines the following into a single operation:
  • createGtvAccount
  • createGtvOrder
  • confirmGtvOrder
GTV_AutomatedTask.
createChangeOrderAndUpdateServiceAddOnsOnGtv
Creates a change order in GTV, confirms the change, and deactivates canceled add-ons in a single transaction for simpler GTV integration workflows.This call combines the following into a single operation:
  • createServiceChangeGtvOrder
  • confirmServiceChangeGtvOrder
  • updateServiceAddOnsOnGtv

Additional classes/helper methods can be created as described here.

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