Credit Memo Workflow Setup

Prerequisites

To set up credit memo workflows, you need the following licenses:
To set up credit memo workflows, you must:
- Set up the FX Invoicing module
To set up credit memo workflows, you need:
- FX Invoicing minimum permissions
- System permissions:
  - Customize Application
  - Manage Sharing
  - View Setup and Configuration

Basics

A credit memo workflow features the following components:

Component	Description	Example
Status	Possible credit memo status	Paid
Status Workflow	Transition between statuses	Entered > Paid

Component

Description

Example

Status

Possible credit memo status

Paid

Status Workflow

Transition between statuses

Entered > Paid

Best Practices

To make administration easier, add one a credit memo workflow that applies to all credit memo types.

Make sure that every credit memo workflow has one status with Initial Status Console selected.

Setting Up Credit Memo Workflows

Configure Statuses

Access FieldFX Back Office
Switch to Salesforce Classic
From Setup, enter "object" in the Quick Find box, then select Objects
Click Status
Complete the following:
1. Under Custom Fields & Relationships, click SObject Record Type
2. Under Picklist Options in Values, click New
3. Enter "Credit_Memo"
4. In the Record Types list, select Credit Memo
5. Click Save
6. Click Back to Status at the top of the page
Complete the following:
1. Under Custom Fields & Relationships, click SObject
2. Under Picklist Options in Values, click New
3. Enter "Credit_Memo__c"
4. In the Record Types list, select Credit Memo
5. Click Save
Complete the following:
1. Under Field Dependencies, click Edit next to SObject Record Type
2. Select Credit_Memo in the Credit_Memo__c column
3. Click Include Values
4. Click Save
5. Click Back to Status at the top of the page
Complete the following:
1. Under Record Types, click Credit Memo
2. Click Edit next to SObject Record Type
3. In Default, select "Credit_Memo"
4. Click Save
Grant permission to use the Credit Memo record type on the Status object

Configure Status Workflows

From Setup, enter "object" in the Quick Find box, then select Objects
Click Status Workflow
Complete the following:
1. Under Custom Fields & Relationships, click SObject Record Type
2. Under Picklist Options in Values, click New
3. Enter "Credit_Memo"
4. Click Save
5. Click Back to Status Workflow at the top of the page
Complete the following:
1. Under Custom Fields & Relationships, click SObject
2. Under Picklist Options in Values, click New
3. Enter "Credit_Memo__c"
4. Click Save
Complete the following:
1. Under Field Dependencies, click Edit next to SObject Record Type
2. Select Credit_Memo in the Credit_Memo__c column
3. Click Include Values
4. Click Save

Configure the Credit Memo Page Layout

From Setup, enter "object" in the Quick Find box, then select Objects
Click Credit Memo
Under Page Layouts, click Edit next to Credit Memo Layout
Complete the following:
1. Add the Status field to the layout
2. On the toolbar, select Visualforce Pages
3. Drag Section from the toolbar to the top of the layout
4. In Section Name, enter "Workflow"
5. Click OK
6. Drag the Workflow Visualforce page from the toolbar into the Workflow section
7. Click Save on the toolbar
Grant permission to use the Visualforce page for credit memo workflows:
1. From Setup, enter "permission" in the Quick Find box, then select Permission Sets
2. Open a permission set for Visualforce pages
3. Under Apps, click Visualforce Page Access
4. Click Edit
5. Add the following to Enabled Visualforce Pages:
  - FX5.CreditMemoWorkflow
6. Click Save
7. Repeat steps a to f for other permission sets as needed
Add credit memo workflows

Adding a Credit Memo Workflow

Add statuses:
1. Open the Statuses tab
2. Click New
3. In Record Type, select "Credit Memo"
4. Click Continue
5. Complete the following:
  1. In Status Name, enter the name of the status
  2. In SObject, select "Credit_Memo__c"
  3. (Optional) In SObject Record Type, select a credit memo type
  4. Select Initial Status Console if this is the first status for new credit memos
  5. In Read Only Apps, specify whether to make credit memos read-only when they reach this status
    
    If you selected Initial Status Console, don’t make the status read-only in "Console"
    
    If you selected Initial Status Mobile, don’t make the status read-only in "Console" or "Mobile"
  6. Select Prevent Report to prevent users from attaching FX Reports to credit memos in this status
6. Click Save & New
7. Repeat steps c to f for other page layouts
8. Click Save to finish
Add status workflows:
1. Open the Status Workflows tab
2. Click New
3. In SObject, select "Credit_Memo__c"
4. In SObject Record Type, select a credit memo type
5. In Application, select the app where the transition occurs
6. In the Old Status field, select the first status for the workflow
7. In the New Status field, select the final status for the workflow
8. In Command Text, enter a name for the workflow button users can select to transition a credit memo to the New Status
9. In Sequence Number, enter a sequence number to use for the status workflow
10. In Confirmation Text, enter the message to display when users transition a credit memo to the New Status
11. Click Save & New
12. Repeat steps c to k for other types of credit memos
13. Click Save to finish
Grant sharing access to statuses in the credit memo workflow
Grant sharing access to status workflows in the credit memo workflow