Updating Page Layouts, List Views, and Field Sets
Order and Inventory Management – FinancialForce Connector adds several fields and buttons to existing Order and Inventory Management and Accounting objects. We recommend that you add these elements to the relevant page layouts, lists views, and Lightning pages. For more information about each of these elements, see Fields, Actions, and Buttons.
We recommend that you perform the following steps:
- Enable the Update Page Layouts feature using the Feature Console. This adds most of the relevant connector fields to the default page layouts. For more information, see Enabling the Update Page Layouts Feature in Order and Inventory Management – FinancialForce Connector.
- [Optional] Add list buttons to list views for Accounting objects. For more information, see Adding List Buttons to List Views.
- [Optional] Add fields to field sets. For more information, see Updating Field Sets.
Adding List Buttons to List Views
The connector adds list buttons to several Accounting objects. These buttons enable Accounting users to create Accounting documents from all eligible Order and Inventory Management records. If you want to enable this feature, you must manually add the list buttons to the list view button layouts. In previous versions of the connector, this process was known as pulling
Pulling Order and Inventory Management documents refers to the process of creating Accounting documents from all eligible Order and Inventory Management documents from an Accounting list view. For example, you can pull AP vouchers into Accounting by clicking the Create from AP Vouchers button on the Payable Invoices list view..
For more information on how to add list buttons to list views, see the Salesforce Help. More information about the available buttons is provided below.
| Object | List Button | Further Information |
|---|---|---|
| Journal | Create from Inventory Transactions | Journal Fields |
| Payable Credit Note | Create from AP Voucher Credits | Payable Credit Note Fields |
| Payable Invoice | Create from AP Vouchers | Payable Invoice Fields |
| Sales Credit Note | Create from Credit Invoices | Sales Credit Note Fields |
| Sales Invoice | Create from OIM Invoices | Sales Invoice Fields |
Updating Field Sets
To streamline the user experience in Lightning, we recommend that you add connector fields to the field sets listed in the table below.
For more information on how to add fields to field sets, see the Salesforce Help.
| Object | Field Set | Fields | Further Information |
|---|---|---|---|
| AP Voucher Line | AP Voucher Line Item Fields | Item (SCMFFA__Item__c) instead of Item (SCMC__Item__c) | AP Voucher Fields |
| Product | |||
| General Ledger Account | |||
| Purchase Order Line Item | AP Voucher Selection | Purchase Order > Accounting Company | Purchase Order Fields |
| Purchase Order > Accounting Currency | |||
| Purchase Order Line Item Fields | General Ledger Account |