I have the button, the related list, and it pulls data (limited) but no products.
What are best practices for change orders, and reduction orders? Our org moves physical inventory and so far have sf built into an "ok" ERP.
5 Antworten
The standard reduction orders include the products products to be reduced automatically, that's not case with my custom reduction order setup for lightning, although you may be able to do something with Flow to automate that). I just add the products like I would with a normal order but just make sure the quantity is a negative number (ex. -20).
Setup:Created 2 record types:
- ORDERS - is for the normal revenue sales orders that get entered by end users
- ORDER OPS - is for entering reduction orders that will go against a sales order
Created an additional page layout for the order ops record type (only admins can access that record type when creating orders) plus the 2 other layouts that were already created: 1 for admins, and the other for end users (who enter the sales orders)
Then I created a new lookup field on my Orders object (a look-up to the same object, the Order object)
This will be the lookup field I will add to the Order Ops Layout:
Additional formula fields and cross object formula fields that I added after that first lookup is created:
Approval status (we have an approval process so this will correspond to which step it's in)
Order Type Picklist - The sales record type defaults to "Sales", for the Order Ops record type I have RMA, SPA, Forecast etc)
Original Invoice Number (formula field referencing the original order's Invoice Number that syncs from our ERP)
Reason for Return
Comments on Return
RMA Details - A formula that concatenates the orginal order's customer PO #, the original Sales order number and the reduction order number (RMA number).
I also created an Email Alert that gets auto- generated to our Shipping and Receiving departments once the approval process is finalized.
