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Zumzum Sales Invoice Lightning Record Page

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. 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 Sales Invoice Record Page Description

    See below for the meta data 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
    App Default:

    Zumzum Financials
    Payment Gateways
    MTD For VAT
    Sales-Invoice-Lightning-Record-Page-With-Dynamic-Actions

    Sales-Invoice-Lightning-Record-Page-With-Dynamic-Actions

    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 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
    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’
    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)
    Details
    Chatter

    		 None
    in Lightning User Interface Configuration

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