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SAP Invoice Search

Summary​

NOTE: The SAP Invoice Search component can be used only on the Account Details page (the Accounts sObject).

The SAP Invoice Search component displays a list of invoices from your SAP instance within Salesforce.

  • Use the Lightning App Builder to configure which fields display in the component.
  • Advanced custom configuration options are available with this component. It ships with certain presets, but new presets can be created to work with the user's specific needs.
  • Results are pageable, meaning you can set how many records per page you want to display.
  • You can refresh the results of the search by clicking on the icon in the upper right corner of the component.
  • When you click on the Details link to the left of each record, you navigate to the document detail page.

TIP:

Configuring the SAP Invoice Search component​

Use the Lightning App Builder to configure the search results that are displayed in the SAP Invoice Search component. Refer to Configuring an SAP Component to see how to configure the SAP Invoice Search component.

The following settings control fields that display Invoice Search information. Use these settings to control which invoice information from your SAP instance displays within Salesforce.

  • Display Billing Document - invoice document number
  • Display Billing Type - invoice type code
  • Display Company Code - company account number
  • Display Company Code Name - company name
  • Display Sales Organization - sales organization code
  • Display Payer - account number of the payer
  • Display Sold-To Party - account number of the Sold-To party
  • Display Ship-To Party - account number of the Ship-To party
  • Display Tax Amount - total tax amount of the order
  • Display Created by - who created the invoice

Other configurable fields:

  • Title - Will display only if Display Header is checked (if left blank, no title will display).
  • Presets - Select the Search Preset from the drop-down list. The preset chosen will use the search parameters and sorting information configured in metadata (example: SAP Orders or SAP Quotes).
  • Override Default Page Link (Optional) - Overrides the default Surface detail page. Used to redirect from the search page to your own custom detail page.
  • Rename Custom# Field (# = 1-10) - Will display only if the corresponding Display Custom# Field is checked (if blank, default display = "Custom#").

TIP: For more information on how to configure:

  • Presets
  • Override Default Page Link (Custom Detail Pages)
  • Custom Fields 1-10

see Document Search Custom Configuration