Credit Memo Workflows

Prerequisites

Basics

A credit memo workflow tracks the status of credit memos.

A credit memo workflow features the following components:

Component Description Example

Status

Possible credit memo status

Paid

Status Workflow

Transition between credit memo statuses

Entered → Paid

How it Works

  • The Status field displays a credit memo’s status.

    FieldFX Back Office Credit Memo Status Field
    Figure 1. In this Workflow section example in Salesforce Classic, the Status field is highlighted
  • To change the status, click the workflow button for the next status.

    FieldFX Back Office Credit Memo Status Buttons
    Figure 2. In this Workflow example in Salesforces Classic, there are three possible statuses for the Credit Memo to go to next

Validation Rules

Validation rules run when you change the status of a credit memo:

  • If the credit memo passes validation, it transitions to the new status

  • If the credit memo doesn’t pass validation, you can’t change the status until you enter valid data.

  • The credit memo may now display read-only.