Credit Memo

Credit Memo templates can be created from the Template object located in the header.

Pre-requisite

Before creating a template of the type Credit Memo, you need to add this type as a picklist value on Template object.

Follow the steps to add a Credit Memo type picklist:

Go to the Template object, under Custom Fields & Relationships click the Business Object Field Label.
In the Picklist Values section, click New to add a new value. Enter CreditMemo__c as the new picklist value and Save.

Note:
If you are adding this value after installing the Billing Package, the picklist value must be a fully qualified object name like Apttus_Billing__CreditMemo__c.
Go back to the Custom Fields & Relationships and click the Type Field label.
In the Picklist Values section, click New to add a new value. Enter Credit Memo as the new picklist value and Save.

Now that you have Credit Memo picklist added to both the fields, next step is to associate the values.
In the Type field, under Field Dependencies section click Edit next to the Business Object field.
Under Credit Memo column, select CreditMemo__C and click Include Values button to include the picklist values. Click Save.

You should see Credit Memo added to the Template Type field.

To create a Credit Memo template using Microsoft Word, refer to Managing Templates and Cloning a Template sections in the X-Author Contracts User Guide.

Creating a Credit Memo Email Template

Go to Setup and type email in the quick find box. Alternately, open Email Templates under Communication Templates.
Select Conga Credit Memo Email Templates as the Folder. Click New Template and select a template type from Text, HTML, Custom or Visualforce.

Note:
The folder names in the new orgs are auto-updated to Conga Credit Memo Email Templates after installing the latest Billing managed package. For existing orgs, the Admin has to manually update the folder label to Conga Credit Memo Email Templates by clicking Edit next to Folder.
Provide template information such as Email Template Name, Subject, and Email Body.

The templates you create will be added to the Conga Credit Memo Email Templates folder.

After creating a Credit Memo template and a Credit Memo Email Template, you can apply them at the Account or Account Location level.

Credit Memo Email Template

You need to create a credit memo email template and apply it to the account or account location.

Creating a Credit Memo Template

Go to Setup and type email in the quick find box. Alternately, open Email Templates under Communication Templates.
Select Conga Credit Memo Email Templates as the Folder. Click New Template and enter values for the fields described in the following table:

Note:
The folder names in the new orgs are auto updated to Conga Credit Memo Email Templates after installing the latest Billing managed package. For existing orgs, the Admin has to manually update the folder label to Conga Credit Memo Email Templates by clicking Edit next to Folder.
Click New Template and select a template type from the list of options.
1. Select Text to use merge fields to personalize your email content.
2. Select HTML to use Salesforce's pre-defined Email layout options to create your own HTML template.
3. Select Custom to create your own HTML layout from scratch.
4. Select VisualForce to use Visualforce for creating email templates.Developers and administrators can use this option to perform advanced operations on data that'll be sent to recipients.
Enter the template information such as Folder, Template Name, Email Layout and Description.

Note:
You must select Available For Use option to make the template visible and available for selection.
Using the Merge Field Options, you can add dynamic fields to your email body. As shown in the following screen, on selecting the Name field from the Select Field picklist, you get a Copy Merge Field Value '{!Contact.Name}'.

Paste this value in the Email body to display the contact name in the email.
Click Save.

The templates you create will be added to the Conga Credit Memo Email Templates folder.

You can add multiple templates for Credit Memos and specify one for applicability at the Account or Account Location level.

Conga Product Documentation

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