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Zumzum Purchase Invoice Lightning Record Page

Zumzum Financials Knowledge Base

    Overview

    The Zumzum Purchase Invoice Record page is a template provided for you as the default lightning record page view for Purchase Invoices in the Zumzum Financials Lightning App. You will be able to make a clone of this lightning record page, customise and deploy with your own change sets.

    Please note, all Zumzum lightning record pages are locked and may not be edited.  Although you may believe you are editing the standard Zumzum lightning record page template, you may inadvertently create your own copies of the page. Please do check your Salesforce org to see if you have multiple copies of a lightning record page on your object.

    Zumzum Purchase Invoice Record Page Description

    See below for the meta data settings of the Zumzum Purchase Invoice Record Page.

    Label Developer Name Page Type Object Template Description Enable page-level dynamic actions for Salesforce mobile app Activation
    Zumzum Purchase Invoice Record Page Zumzum Purchase Invoice Record Page Page Purchase Invoice Header and Right Sidebar Template Default Zumzum Financials Lightning Record Page Template. False Assignments:

    Org Default

    True
    Purchase Invoice Lightning Record Page

    Purchase Invoice Lightning Record Page

    Zumzum Purchase Invoice Record Page Components

    Use the list below to learn about the various components contained on the default Purchase 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 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 Purchase Invoice Default fields displayed are

    PI Number
    Supplier Account
    Invoice Date
    Purchase Order
    Foreign Total Gross
    Foreign Amount Paid
    Paid
    Foreign Unpaid Amount
    Transaction Currency

    		 None
    Dynamic Quick Action Clone With Lines Load a new Purchase Invoice by cloning the invoice and sales invoice line item data. none
    Dynamic Quick Action Delete Delete the Purchase 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 Purchase Invoice and Purchase 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 attach the Purchase Invoice PDF ready for edit and transmit to the recipient. none
    Dynamic Quick Action View PDF Display a PDF rendered with Purchase Invoice. none
    Highlights Panel Highlights Panel Contains Dynamic Actions and displays fields from the Zumzum Purchase Invoice Compact Layout. None
    Page Zumzum Purchase Invoice Record Page Header and Right Sidebar Template None
    Path Purchase Invoice Displays the values of the Purchase Invoice Status field. Only appears if Path is enabled in your org.
    Tabs Tabs Placed in the main section and keeps content in a container including:

    Related (Default)
    Details
    Activity

    		 None
    in Lightning User Interface Configuration

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