Billing Central Lightning Page Assignments

You can use the Lightning Page Assignments feature in the Feature Console to assign the new Lightning record pages introduced in Spring 2020 as the Org Default. The feature enables you to assign the following Lightning record pages as org defaults:

Enabling the Feature

To enable the Lightning Page Assignments feature:

  1. Click the Feature Console tab.
  2. [Optional] Filter the list of features by application or status.
  3. Click the name of the Lightning Page Assignments feature for Billing Central.
  4. Click Launch. The Feature Console lists all the Lightning record pages that will be assigned as Org Default.
  5. Click Perform.
  6. Use the Status slider in the Feature section to enable the feature. The Messages panel displays a summary of the changes.

Next Steps

After enabling the feature, you must perform the following steps. Additional information on each step is provided in the relevant section after the steps.

  1. Assign the Lightning page layouts to the appropriate profiles.
  2. Disable the enhanced pages for billing contracts, billing documents, and plans.
  3. Add the Create Plan action to the opportunity page layout.
  4. Add the Calculate Tax with Avalara action to the billing document page layout.
  5. Add the Run Consolidation action to the consolidation rule page layout.
  6. Create and prepare the Prepare Contract action.
  7. Customize the list of actions on Lightning record pages.

Assigning the Lightning Page Layouts to User Profiles

You must manually assign the new page layouts for the Billing Document, Billing Contract, and Plan objects to the appropriate user profiles in your org. The names of the new page layouts are as follows:

For more information on assigning page layouts to user profiles, see the Salesforce Help.

Disabling Enhanced Pages for Billing Contracts, Billing Documents, and Plans

If you are using the enhanced pages for billing contracts, billing documents, and plans, you must manually change this and use the standard Salesforce pages.

For more information, see Setting up Default Detail Pages.

Adding the Create Plan Action to Your Opportunity Layout

If you create Plans from Opportunities, you will need to add the Create Plan Lightning action to your relevant Opportunity page layout.

For more information on adding Lightning Actions to page layouts, see the Salesforce Help.

Adding the Calculate Tax with Avalara Action to Your Billing Document Layout

If you use Avalara to calculate tax, you will need to add the Calculate Tax with Avalara Lightning action to the Billing Document page layout.

For more information on adding Lightning Actions to page layouts, see the Salesforce Help.

Adding the Run Consolidation Action to Your Consolidation Rules Layout

If you use consolidated invoicing, you will need to add the Run Consolidation Lightning action to the Consolidation Rules page layout. The Run Consolidation button should be removed from the layout.

For more information on adding Lightning Actions to page layouts see the Salesforce Help.

Creating and Adding the Prepare Contract Action

If you use the BC Order to Contract integration with the Spring 2020 Billing Central Lightning record pages, complete the following steps to add a Prepare Contract quick action to the Order layout. This quick action opens the Spring 2020 Contract page layout.

To create the Lightning Prepare Contract quick action:

  1. From Setup, click Object Manager | Orders | Buttons, Links, and Actions | New Action.
  2. For the Action Type field, select "Lightning Component".
  3. For the Component field, select "ffbc:orderToContractQuickAction".
  4. For the Label field, enter Prepare Contract.
  5. [Optional] If you selected a standard label type in the previous step, you must enter the name.
  6. For the Height field, enter 295.
  7. Click Save.

To add the Lightning Quick Action to the Order Layout:

  1. From Setup, click Object Manager | Order | Page Layouts.
  2. Click the assigned layout for the Order object.
  3. Click Mobile & Lightning Actions.
  4. Drag the quick action you created into the Salesforce Mobile and Lightning Experience Actions section.
  5. Click Save.
Note:

You must assign the Contract Layout - Lightning page layout to the relevant profiles.

Customizing the List of Actions on Lightning Record Pages

By default FinancialForce defines the most relevant Lightning actions for each page layout. If you are upgrading to Spring 2020, we recommend that you review and customize the list of actions on the relevant page layouts so that they show the specific actions you want.

If your org contains record or enhanced pages that display custom buttons, ensure that you add the custom buttons to the Salesforce Mobile and Lightning Experience Actions section of the relevant page layouts.

Due to a Salesforce known issue, standard buttons that are overridden with a Visualforce page are removed when you edit the page layout. To reinstate these buttons, complete the following steps:

  1. From Setup, navigate to the object, edit the relevant button and remove the Visualforce override. For example, for the Salesforce Classic Override, select Standard Page and click Save.
  2. Edit the page layout and add the button to the layout. You can drag the button from the Mobile & Lightning Actions section of the palette to the Salesforce Mobile and Lightning Experience Actions section of the page layout and click Save.
  3. Add the Visualforce override to the button and click Save.

For more information on overriding standard buttons and customizing page layouts, see the Salesforce Help.

Summer 2020 - Billing Central Lightning Components

BC Contract Line Items Lightning Component

The BC Contract Line Items Lightning component will be developed further in future releases but you can trial the current version by adding it to the Lightning record page "Contract Lightning Page".

To modify the Contract Lightning Page to include the BC Contract Line Items Lightning component, and remove the default related list:

  1. Navigate to a billing contract open in the Contract Lightning Page.
  2. From Setup, click Edit Page.
  3. Drag the BC Contract Line Items Lightning component onto the page using the App Builder.
  4. Delete the existing related list from the page layout.
  5. Save and Activate the page.
Note:

If the default related list is removed from the Lightning record page using the Object Manager, the View All option will not display the correct entries in the BC Contract Line Items Lightning component.

BC Billing Document Line Items Lightning Component

The BC Billing Document Line Items Lightning component will be developed further in future releases but you can trial the current version by adding it to the Lightning record page "Billing Document Lightning Page (Billing Central)".

To modify the Billing Document Lightning Page (Billing Central) to include the BC Billing Document Line Items Lightning component, and remove the default related list:

  1. Navigate to a billing document open in the Billing Document Lightning Page (Billing Central).
  2. From Setup, click Edit Page.
  3. Drag the BC Billing Document Line Items Lightning component onto the page using the App Builder.
  4. Delete the existing related list from the page layout.
  5. Save and Activate the page.
Note:

If the default related list is removed from the Lightning record page using the Object Manager, the View All option will not display the correct entries in the BC Billing Document Line Items Lightning component.

BC Plan Line Items Lightning Component

The BC Plan Line Items Lightning component will be developed further in future releases but you can trial the current version by adding it to the Lightning record page "Plan Lightning Page".

To modify the Plan Lightning Page to include the BC Plan Line Items Lightning component, and remove the default related list:

  1. Navigate to a plan open in the Plan Lightning Page.
  2. From Setup, click Edit Page.
  3. Drag the BC Plan Line Items Lightning component onto the page using the App Builder.
  4. Delete the existing related list from the page layout.
  5. Save and Activate the page.
Note:

If the default related list is removed from the Lightning record page using the Object Manager, the View All option will not display the correct entries in the BC Plan Line Items Lightning component.