Zumzum Financials Knowledge Base
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.
| 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 Zumzum Financials |
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.
| 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 |
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’ |
| Dynamic Quick Action | View PDF | Display a PDF rendered with the settings defined on the Sales Invoice via the Invoice Template field. | none |
| Highlights Panel | Highlights Panel | Contains Dynamic Actions and displays fields from the Zumzum Sales Invoice Compact Layout. | None |
| Page | Zumzum Sales Invoice Record Page | Header and Right Sidebar Template | None |
| Path | Sales Invoice Status | Displays the values of the Sales Invoice Status field. | Only appears if Path is enabled in your org. |
| Related List Quick Links | Related List Quick Links | Easy access to related lists on the assigned (Sales Invoice) Page Layout. | None |
| Tabs | Tabs | Placed in the main section and keeps content in a container including:
Related (Default) |
None |
Learn more about Lightning User Interface Configuration and customise the Zumzum Financials Lightning User Interface.