Customizing Page Layouts (and Search Layouts)

The Salesforce Help topic "Customizing Page Layouts ..." describes how to customize your standard Salesforce and custom page layouts to include custom sections, fields, buttons and related lists. We recommend that you use the enhanced page layout editor for this task.

Note:

The Certinia managed package includes the following predefined custom page layouts: Certinia Account Layout, Certinia Opportunity Layout and Certinia Product Layout. If you assign these custom page layouts to your user profiles, the customization of these three standard objects is complete.

All Organizations

Administrators of all organizations must perform the following page layout customizations:

Opportunities

To customize the Opportunities page, either assign the supplied Certinia Opportunity Layout to your profiles, or complete the following steps:

1. From Setup, click Customize | Opportunities | Page Layouts.
2. Add the Create Invoice custom button to the Opportunity page layout.
3. Add the Sales Invoices and Sales Credit Notes related lists to the related lists section.
4. Click Save.

If you want to enable the ability to override the general ledger account on opportunity product lines, add the Override Product GLA field to the Opportunity Products page layout. Remember to set the corresponding custom setting too.

Opportunities List View Search Layout

You must customize the Opportunities List View search layout if you want to allow users to multi-select opportunities for invoice creation:

1. From Setup, click Customize | Opportunities | Search Layouts.
2. Click Edit for the Opportunities List View layout.
3. Move the Create Invoices button from the Available Buttons list to the Selected Buttons list, then click Save.

Products

To customize the Products page, either assign the supplied Certinia Product Layout to your profiles, or complete the following steps:

1. From Setup, click Customize | Products | Page Layouts.
2. Create the following new section: Accounting Information.
3. Add the custom fields described in Custom Product Fields to the appropriate sections.
4. [Optional] Click the wrench icon to add appropriate related lists to the related lists section, such as:

   Sales Invoice Line Items, Sales Credit Note Line Items, Payable Invoice Line Items, Payable Credit Note Line Items, Transaction Line Items.

5. Click Save.

Accounts

To customize the Accounts page, either assign the supplied Certinia Account Layout to your profiles, or complete the following steps:

1. From Setup, click Customize | Accounts | Page Layouts.
2. Customize the account layout as follows.
3. Add the Validate Customer and Validate Vendor custom buttons.
4. [Optional] Add the Cash Matching custom button.
5. Create a new, single-column section named Account Balance.
6. Add the Account Balance Visualforce page to the new section.
7. Create the following new sections:

   Accounting Information, Dimension Analysis, Tax Information for SUT or VAT/GST (as appropriate), Bank Details, Credit Management Information, and Finance Correspondence.

8. Add the custom fields described in Custom Account Fields to the appropriate section. This step is essential.
9. [Optional] Click Related Lists to add appropriate related lists to the related lists section, such as:

   Sales Invoices, Sales Credit Notes, Payable Invoices, Payable Credit Notes, Cash Entry Line Items (see note), Transaction Line Items, Journal Line Items, Cash Matching Histories, Transaction Reconciliation Histories, Finance Correspondence, and Credit Terms.

   From Fall 2019, credit terms are held in Foundations and are editable via a related list. Contact your Administrator if the Credit Terms related list is not available.

10. Click Save.
11. Configure the Account Balance Report URL as described in Managing Custom Settings.

If you want to add a cash entries related list to your Account page, we recommend the following:

• If your cash entries only ever have a single Account line, use the Cash Entries related list.
• If some of your cash entries have more than one Account line, use the Cash Entry Line Items related list instead.

Bank Accounts

To add the Bank Statement Definitions related list to the Bank Account custom object:

1. From Setup, click Create | Objects.
2. Select Bank Account and scroll down to the Page Layouts section.
3. Click Edit next to the Bank Layout.
4. Add the Bank Statement Definitions related list to the page layout.
5. Click Save.

Contacts

You must customize the Contact page layout if you want to send reminders to multiple contacts using Collection Plus:

1. From Setup, click Customize | Contacts | Page Layouts.
2. Click Edit.
3. Add the Collections Communication Contact checkbox to the Contact Detail section.
4. Add the Collections Communications Preference picklist to the Contact Detail section.
5. Click Save.

Multi-currency Organizations

If your organization is enabled for multiple currencies, you might need to add some fields to your page layouts. If your organization is a single currency one, these steps are not required.

Salesforce Objects

Add the following currency fields to the appropriate page layout:

Field	Object
Account Currency	Account
Account Trading Currency	Account
Opportunity Currency	Opportunity
Product Currency	Product

1. From Setup, click Customize | <ObjectName> | Page Layouts.
2. Click Edit next to the page layout name.
3. Add the appropriate currency field.
4. Click Save.

Accounting Currencies

To add the Currency field to the Accounting Currency page layout:

1. From Setup, click Create | Objects.
2. Select Accounting Currency and scroll down to the Page Layouts section.
3. Click Edit next to the Currency Layout.
4. Add the Currency field.
5. Click Save.

Aged Analysis Definitions

To add the Currency field to the page layout:

1. From Setup, click Create | Objects.
2. Select Aged Analysis Definition and scroll down to the Page Layouts section.
3. Click Edit next to the Aged Analysis Definition Layout.
4. Add the Currency and All Currencies fields to the page layout and equivalent mini page layout.
5. Click Save.

Other Custom Objects

To add the Currency field to the General Ledger Account page layout:

1. From Setup, click Create | Objects.
2. Select General Ledger Account and scroll down to the Page Layouts section.
3. Click Edit next to the General Ledger Account Layout.
4. Add the Currency field to the page layout and equivalent mini page layout.
5. Click Save.

If necessary, repeat the same process to add the appropriate currency field to the Dimensions, Journals and Tax Codes objects.

Enterprise and Extended Billing Organizations

If your organization needs to create enterprise billing Support for sales invoices and credit notes of more than 80 lines. You can use custom settings to adjust this threshold in some instances. documents, or you are using Extended Edition The view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured. to create and maintain sales invoices and sales credit notes, you can add the following custom buttons to appropriate page layouts as required. In the case of enterprise billing documents, this step is mandatory. If you don't handle enterprise billing documents, you still might want to add these buttons as they give you access to these features without the need to switch to Classic Edition.

• Discard
• Post
• Email PDF
• Preview
• Print
• Print PDF
• View PDF
• Amend Document (Header)
• Amend Line (Lines)

To add these custom buttons to your page layouts:

1. From Setup, click Create | Objects.
2. Select Sales Invoice and scroll down to the Page Layouts section.
3. Click Edit next to the Sales Invoice Layout (extended)
4. Add the relevant buttons to the page layout.
5. Click Save.
6. Repeat for Sales Credit Note Layout (extended) and any other appropriate page layouts.
7. Repeat for the corresponding Line Item Layouts (Amend Line custom button only).