Introduction

The Order Summary Builder is where you can view a Contact or Account's orders, create Order Summaries, download financial documents as PDFs, and quickly pay sales orders, invoices, and proforma invoices.

Important

Invoices created prior to your organization implementing Line Item Receivables (LIR) will not display in the Order Summary Builder due to the Apply Payment page being unable to pay these invoices.

Note

PDF documents generated from the Order Summary Builder get saved to the Files object. Users can also access these PDFs from the relevant Sales Order/Invoice/Proforma Invoice/Credit Note/Receipt record(s) using the View Document action.

To access the Order Summary Builder, navigate to the Contact or Account record whose orders you want to view. 

Click the Order Summary Builder action in the top-right corner of the record page. The Order Summary Builder will open.

Orders and Invoices –including Proforma Invoices) – display in the table. You can choose to filter by Open Orders or All Orders.

You can search for specific orders using the Search field. Enter your search terms in the Search field. Relevant results will generate in the table.


You can also filter by date range. Click the Date Range field to open a date range modal. Select your desired date range in the From and To calendars. Click Apply to apply this date range. Results from within your date range will generate in the table.


The Order Summary Builder has an additional Business Group filter that allows you to filter a Contact or Account's orders by the Business Group they purchased from. Select a Business Group from the Business Group picklist. Results will generate in the table.

Note: Each Business Group has a different Community Portal, so this will affect the URL of any generated Financial Documents. An Order Summary generated from Business Group A will have a URL of https://CommunityDomainA/apex/lte__viewdocument?recordId={FinancialDocID} while an Order Summary generated from Business Group B will have a URL of https://CommunityDomainB/apex/lte__viewdocument?recordId={FinancialDocID}.

Quick Pay Components

Three Quick Pay components are available to provide a high-level look at balances due and provide an option to quickly pay balances.

  • Past Due displays the total past due balance from the combined orders in the table.

  • Upcoming Order displays the order or invoice number of the latest upcoming order and its balance due.

  • Open Orders displays the total balance due for all open orders.

All three of these components provide Pay Now links to pay the listed balance due. Click Pay Now to navigate to the Apply Payment page to complete payment.

The data in these components will change depending on the filters in use in the table.

Pay Orders, Invoices, Proformas from Table

You can pay Sales Orders, Invoices, and Proforma Invoices all in one go.

Check the box for any orders in the table that you want to apply payment to. The Pay button will become available.

Click Pay. The Apply Payment page will open for you to complete payment for all selected orders.

Download an Order Summary

You can download an Order Summary from an order or orders (Invoice, Sales Order, Credit Note, Receipt, Refund). The Order Summary generates PDF Financial Documents that you can download or print.

  1. Select the order(s) from the table you want to download.



  2. Click the 

    button. The Statement Information modal will open.



  3. Enter your Contact or Account's address in the Address To field.



  4. If the Memo field is included in Financial Documents, you can enter a memo in the Memo field.



  5. If there are credits involved in the order, their combined total will display in the Total Credits field. If you would like to display any outstanding credits in the summary, check Display Outstanding Credits.



  6. Click Create. A PDF copy of the order's combined Financial Documents will open in a new tab. You can download or print the PDF from here. This will also generate an Order Summary record where you can access the PDF(s) at will.


Note

The Order View page does not honor the Invoice and Receipt Page Override field designations from the Business Group record. They will not navigate to the URLs designated in those fields.

Order View Drawer

You can also generate an Order Summary from the Order View Drawer.

Note

The Order View Drawer does not honor the Invoice and Receipt Page Override field designations from the Business Group record. They will not navigate to the URLs designated in those fields.

In the Drawer, you can create a sharable link to the Order Summary, download the Order Summary, or view PDF copies of any financial documents included. The following financial documents can be viewed and accessed as PDFs:

  • Sales Orders

  • Invoices

  • Credit Notes

  • Receipts

  • Refunds

  1. To generate an Order Summary, first check the box for the orders listed in the table that you want to include. You can select one or multiple.

  2. Click the eye button. The Order View Drawer will open. You can also click the arrow button (

    ) at the end of the order row.



  3. The Drawer generates a summary of the checked order(s). The total balance due displays in the header along with the user's information from their profile (address, phone number, email address).



  4. Links to download the order summary or generate a link to it are also located in the header.

    1. Click the chain icon to generate a link that will copy to your clipboard.

    2. Click the download icon to download a pdf copy of the order summary. A new tab will open to download the order summary.


The summary is broken down into the different financial documents that are a part of the order(s). You can view a preview of any of the documents. Click the down arrow to open a preview of the financial document. Click the arrow again to close the preview.


You can pay your selected order(s) from the Order Summary Drawer. Click Pay Now at the bottom of the Drawer. The Apply Payment page will open for you to complete payment for the selected order(s).