The default user interface for creating, editing and viewing payable invoices and payable credit notes is called Classic Edition
The view of the application that you see when you first install the base managed package.. If you prefer, you can enable an alternative user interface that makes use of faster data entry grids for entering document lines. This alternative user interface is known as Extended EditionThe 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 enable Extended Edition for payable invoices and payable credit notes, you must remove button overrides and assign page layouts as detailed below. You must be signed in as the System Administrator to make these changes.
Remove Button Overrides
Follow these steps to remove the button overrides:
- From Setup, click Create | Objects.
- Click the Payable Invoice custom object.
- Scroll down to the Buttons, Links and Actions section.
- Click Edit next to the New button.
- Click the Standard Salesforce.com Page radio button.
If Standard Salesforce.com Page is already selected, you may have a customized page layout. In this case, use the standard Salesforce page layout editor to add the Manage Lines, Classic View and Classic Edit buttons to your customized page layout. If in doubt, contact FinancialForce Customer Support for advice.
- Click Save.
- Repeat steps 4-5 for the View and Edit buttons.
Repeat this procedure for the Payable Credit Note custom object.
Assign Page Layouts
There are "extended" versions of page layouts for the Payable Invoice, Sales Invoice Line Item, Payable Credit Note and Payable Credit Note Line Item custom objects. You must assign these extended page layouts to your profiles:
- From Setup, click Create | Objects.
- Click the Payable Invoice custom object.
- Scroll down to the Page Layouts section.
- Click Page Layout Assignment, then Edit Assignment.
- Select the profiles you want to edit, then select the Payable Invoice Layout (extended) page layout from the drop-down list and click Save.
Repeat this procedure for the Payable Invoice Line Item, Payable Credit Note and Payable Credit Note Line Item custom objects.
Field sets
Three field sets, one for SUT, one for VAT/GST, and the other for Combined Tax, are provided for each of the following objects:
- Payable Invoice Line Item
- Payable Invoice Expense Line Item
- Payable Credit Note Line Item
- Payable Credit Note Expense Line Item
The contents of these field sets are listed below. If you don't want tax to be calculated you can remove the tax-related fields from the appropriate field set, but do not remove any of the other fields.
| Manage Product Lines (SUT) | Manage Product Lines (VAT/GST) | Manage Product Lines (Combined) | Manage Expense Lines (SUT) | Manage Expense Lines (VAT/GST) | Manage Expense Lines (Combined) |
|---|---|---|---|---|---|
|
Product Line Description Quantity Unit Price Net Value |
Product Line Description Quantity Unit Price Input VAT/GST Code Tax Rate Tax Value Net Value |
Product Line Description Quantity Unit Price Combined Tax Code Input Tax Code Input Tax Code 2 Tax Rate Tax Rate 2 Tax Value Tax Value 2 Net Value |
General Ledger Account Line Description Net Value |
General Ledger Account Line Description Input VAT/GST Code Tax Rate Tax Value Net Value |
General Ledger Account Line Description Combined Tax Code Input Tax Code Input Tax Code 2 Tax Value Tax Value 2 Tax Rate Tax Rate 2 Net Value |