Setting up Extended Edition for Journals
The default user interface for creating, editing and viewing journals 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 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 enable Extended Edition for journals, 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 Journal 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 Certinia Customer Support for advice.
- Click Save.
- Repeat steps 4-5 for the View and Edit buttons.
Assign Page Layouts
There are "extended" versions of page layouts for the Journal and Journal Line Item custom objects. You must assign these extended page layouts to your profiles:
- From Setup, click Create | Objects.
- Click the Journal 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 Journal Layout (extended) page layout from the drop-down list and click Save.
Repeat this procedure for the Journal Line Item custom object.
Field sets
A field set labeled Manage Lines is provided for the Journal Line Item custom object. The contents of this field set are listed below.
Manage Lines |
---|
Line Type Account Bank Account Product Tax Code Destination Company General Ledger Account Line Description Value Debit/Credit |