Credit Memo Workflow Setup (Deprecated)

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

Introduction

A credit memo workflow features the following components:

Component Name Description Example

Status

Possible credit memo status

Paid

Status Workflow

Transition between statuses

Entered > Paid

Prerequisites

To set up credit memo workflows, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Best Practices

To make administration easier, add one 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

When setting up credit memo workflows, you also will configure statuses, status workflows, and the credit memo page layout.

Configure Statuses

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. From Setup, enter object in the Quick Find box, then select Objects.

  4. Click Status

  5. 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.

  6. 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.

  7. 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.

  8. 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.

  9. Grant permission to use the Credit Memo record type on the Status object.

Configure Status Workflows

  1. From Setup, enter object in the Quick Find box, then select Objects.

  2. Click Status Workflow.

  3. 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.

  4. 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.

  5. 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

  1. From Setup, enter object in the Quick Find box, then select Objects.

  2. Click Credit Memo.

  3. Under Page Layouts, click Edit next to Credit Memo Layout.

  4. 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

  5. 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 the above steps for other permission sets if needed.

  6. Continue with adding a credit memo workflow.

Adding a Credit Memo Workflow

When adding a credit memo workflow, you’ll add statues, status workflows, and grant sharing access to status and status workflows.

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 the above steps for other credit memos.

  8. Click Save to finish.

  9. Continue with Add Status Workflows.

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 the above steps for other types of credit memos.

  13. Click Save to finish.

  14. Continue with Grant Sharing Access.

Grant Sharing Access

Grant sharing access to

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