Sales Invoice Lightning Record Page

Zumzum Financials Knowledge Base

Overview:
Description:
Zumzum Sales Invoice Record Page Components

Overview:

The Zumzum Sales Invoice Record page is a template provided for you as the default lightning record page view for Sales Invoices in the Zumzum Financials Lightning App. This pre-configured template is designed to streamline and simplify the management of sales invoices within Salesforce, offering a robust and user-friendly interface. Users can clone this Lightning record page to create a customised version that meets their specific organisational needs. Once cloned and modified, these customisations can be deployed through change sets, ensuring that the tailored page is accessible and functional for your users.

Please note, all Zumzum lightning record pages are locked and may not be edited. This locking mechanism is in place to maintain the integrity and standardisation of the default templates provided by Zumzum. Consequently, while it might appear that you are editing the standard Zumzum Lightning record page, you are creating new copies of the page. This process can unintentionally result in multiple versions of a Lightning record page within your Salesforce organization. Please check your Salesforce org to see if you have multiple copies of a lightning record page on your object.

It is crucial to note that all Zumzum Lightning record pages are locked to prevent direct editing. Such duplicates can lead to confusion and clutter, making it essential to periodically check your Salesforce org to ensure there are no unintended duplicate record pages associated with your objects. By understanding these guidelines and functionalities, users can effectively manage and customise their Sales Invoice Lightning record pages. This approach not only enhances the user experience but also helps in maintaining an organised and efficient structure within Salesforce. Leveraging the customisation capabilities of the Zumzum Sales Invoice Record page allows organisations to tailor their invoice management processes, aligning them more closely with specific business requirements and workflows.

Description:

See below for the metadata settings of the Zumzum Sales Invoice Record Page.

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Label	Developer Name	Page Type	Object	Template	Description	Enable page-level dynamic actions for Salesforce mobile app	Activation
Zumzum Sales Invoice Record Page	Zumzum Sales Invoice Record Page	Page	Sales Invoice	Header and Right Sidebar Template	Default Zumzum Financials Lightning Record Page Template.	False	Assignments: Org Default True App Default: Zumzum Financials Payment Gateways MTD For VAT

Label

Developer Name

Page Type

Object

Template

Description

Enable page-level dynamic actions for Salesforce mobile app

Activation

Zumzum Sales Invoice Record Page

Page

Sales Invoice

Header and Right Sidebar Template

Default Zumzum Financials Lightning Record Page Template.

False

Assignments:

Org Default

True
App Default:

Zumzum Financials
Payment Gateways
MTD For VAT

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Zumzum Sales Invoice Record Page Components

Use the list below to learn about the various components contained on the default Sales Invoice Lightning Record page. Use these components and configurations to inspire you to create your own custom lightning record pages. Once you’ve created your own custom lightning record pages, please activate and assign them as your app or org default.

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Component Type	Component Name	Description	Filters
Activities	Activities	Placed in the Right Sidebar and shows a scrollable history of activities.	Shows up only if the Activity View is set to Activity Timeline for the org or user.
Compact Layout	Zumzum Sales Invoice	Default fields displayed are SI Number Customer Account Invoice Date Foreign Total Gross Foreign Amount Paid Paid Foreign Unpaid Amount Transaction Currency	None
Dynamic Quick Action	Clone With Lines	Load a new Sales Invoice by cloning the invoice and sales invoice line item data.	none
Dynamic Quick Action	Create Sales Credit	Create a Sales Credit from a Sales Invoice. Only visible on a transaction type of Sales Invoice.	Show Create Sales Credit quick action if Field Type Equals ‘Sales Invoice’
Dynamic Quick Action	Customer Refund	Process a Bank Customer Refund transaction. Only visible on a Sales Credit.	Show Customer Refund quick action if Field Type Equals ‘Sales Credit’
Dynamic Quick Action	Delete	Delete the Sales Invoice. Only visible and possible when the invoice is in draft status.	Show Delete quick action if Field Posting Status Not Equal to ‘Posted’
Dynamic Quick Action	Edit	Edit the Sales Invoice and Sales Invoice Line Items. Only visible and possible when the invoice is in draft status.	Show Edit quick action if Field Posting Status Not Equal to ‘Posted’
Dynamic Quick Action	Post Invoice	Create general ledger entries. Only visible and possible when the invoice is in draft or approved status.	Show Post Invoice quick action if Field Posting Status Not Equal to ‘Posted’
Dynamic Quick Action	Send as Email	Load the default email template configured in the Company Setup record and attached the Sales Invoice PDF ready for edit and transmit to the recipient. The recipient will be automatically loaded from the Sales Invoice Contact field.	none
Dynamic Quick Action	Update PO	Create a Sales Credit from a Sales Invoice. Only visible on a transaction type of Sales Invoice.	Show Post Invoice quick action if Field Posting Status Equals ‘Posted’

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Learn more about Lightning User Interface Configuration and customise the Zumzum Financials Lightning User Interface.

Last Updated: 6 months ago in Lightning User Interface Configuration

Zumzum Sales Invoice Lightning Record Page

Zumzum Sales Invoice Lightning Record Page

Zumzum Financials Knowledge Base

Overview:

Description:

Zumzum Sales Invoice Record Page Components

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