issue with applying a cash receipt

Comments

20 comments

  • Grace Peters

    I'm having the same issue

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  • Rusty Mitchener

    Same! Big issue of course.

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  • Katie Kampmann

    You have to use Lightning cash application interface. 

    No longer works in Classic. 

     

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  • Rusty Mitchener

    Not working for me in Lightning either.

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  • Grace Peters

    We were told this:  

    This is due to our Summer '22 release updates. The BillingApplyCreditMemo and the CashReceiptApplyBillings Visualforce pages have been removed. For Salesforce Classic users, this means that the “Apply Credit Memo” button on the Billing and “Apply” button on the Cash Receipt pages will no longer function. These buttons should be removed from the Billing and Cash Receipt page layouts. The “Apply/Unapply” button should be added to these page layouts.

    Note: The “Apply/Unapply” button only functions when using the Salesforce Lightning interface.

    If you have updated the buttons to "Apply/Unapply" and they are still not working, please let us know.

    I did what they advised; it does not work in either classic or lightning.  I am getting errors in both

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  • Katie Kampmann

    Have you logged a case with AS Support?

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  • Grace Peters

    yes that is the response in the case.  it still isn't working

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  • Ashley Mann

    Yes a case was logged,

     

    I was able to figure it out. I removed the apply button and added the new apply/unapply button which only works in lightning.

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  • Grace Peters

    Did you do this in Classic or Lightning? I did that in Classic and lightning; the button does not populate in Lightning.  

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  • Ashley Mann

    What error are you seeing when you hit apply in Lightning?

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  • Ashley Mann

    I did it in lightning

     

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  • Ashley Mann

    this is the new button. Do you have this added to the cash receipt layout?

     

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  • Grace Peters

    the "Apply/Unapply" is not populating on the CR in Lightning

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  • Ashley Mann

    do you have a screenshot?

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  • Grace Peters
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  • Ashley Mann

    are you able to drag it under Salesforce Mobile and Lightning Experience Actions

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  • Katie Kampmann

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  • Katie Kampmann

    Note: If you have not kept up with release config over the past few AS releases you will find yourself running into problems more and more. If you are still using Classic you really need to make the move to Lightening. I provide assistance in 'catching up' on release config. Contact me if you you need assistance. kkampmann@gmail.com 

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  • Grace Peters

    That was it; I was adding under the Buttons tab; when i went to Mobile & Lightning Actions tab, i was able to pull in the Apply/Unapply button.  

    Thanks so much for your help!  

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  • Bao Do

    You will have to remove the old Apply button on BOTH the cash receipt and on the billing page layouts with the Apply/Unapply button. The new button can be placed on a classic layout but the screen will always open in a lightning context. If you haven't made the move to lightning you should. AS new features are developed only with lightning in mind as that is where the entire platform is moving.

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