Displaying Journal Details

Once you have located a journal on the journal home or list pages, click the journal number to display the journal detail page.

For a full description of the standard fields that make up a journal, see Journal Fields.

The options available to you depend on your organization configuration and on the status of the selected journal.

Click the underlined lookup fields to display the related object's details.
Click Edit to change selected details on an "In Progress" journal.
Click Clone One to clone the current journal header.
Click Manage Lines to manage your journal lines.
Click Classic View to view the document in Classic Edition The view of the application that you see when you first install the base managed package..
Click Classic Edit to edit the document in Classic Edition.
Click Post to manually post an "In Progress" journal. Its status changes to "Complete".

You may need to click Classic View to give yourself access to the following buttons:

Click Cancel Journal to cancel a journal that has been posted in error.
Click Discard to discard an "In Progress" journal.
Click Create Recurring Journals to create recurring journals based on a "Complete" manual journal.

Notes and Attachments

You can create, view, and edit notes and add attachments from the Notes & Attachments section. This section is used to attach any internal notes you want to retain about the record. For more information, see the Salesforce Help.

For example:

A copy of the customer's remittance advice showing settlement discount deducted.
An email from your Manager instructing you to write off a small balance on a customer's account.
A letter from a customer to say the payment they made has been applied to the wrong account.

Related Lists

The related lists that you see are determined by your personal customization, by any customization your administrator Closed One or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. has made to page layouts or your permissions to view related data. You can click on individual items to display additional detail. Clicking New lets you directly add new items.

Related Lists on a Custom Input Form

If you are viewing the document using a custom input form, any related lists that have been enabled on the form are displayed in a panel across the bottom of the page. For example:

The number indicates the number of items in that related list. Open and close a related list by clicking its name. When open, the panel expands to display the contents of that related list. Any available standard Salesforce buttons (such as New) are displayed across the top of the panel. Links to standard actions are displayed in the Actions column. Clicking on these buttons and actions may load standard Visualforce pages but will return you to the custom input form. You can also use the icons to expand and collapse the panel. For information about the standard Salesforce related lists that are available, see Standard Salesforce Related Lists on Custom Input Forms. For information about using custom related lists, contact your administrator.