Credit Memo Workflows (Deprecated)

The Credit Memo functionality in FieldFX has been deprecated. Contact your account representative for another solution.

Introduction

A credit memo workflow tracks the status of credit memos.

A credit memo workflow features the following components:

Component Description Example

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

Status

Possible credit memo status

Paid

Status Workflow

Transition between credit memo statuses

Entered → Paid

To use credit memo workflows, you need to:

Have these user licenses	Have these permissions	Complete these tasks and review these topics before continuing
FieldFX Base Package FieldFX E-Ticketing FieldFX Invoicing	FX Invoicing minimum permissions	Set up the FX Invoicing module Set up credit memo workflows

Have these permissions

Complete these tasks
and review these topics
before continuing

The Status field displays a credit memo’s status.

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.

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

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.