Overview

This article provides a guide to setting up the Refund Payment after installing RIO Ready V4: Refund Payment.

Prerequisite

Install the RIO Ready V4 - Refund Payment: [Install from here].

Post-installation Setup

Permission (Objects/Fields/Apex Classes/User permission)

Grant the necessary permissions for each component to users. Ensure these are assigned to the relevant profiles or permission sets.

Lightning Page

Follow the steps below to expose the quick action (button) to the record page.

1. In Salesforce, navigate to Setup >> Object Manager >> Transaction Order >> Lightning Record Pages
2. Select the out of the box Transaction_Order_Record_Page (Managed) to clone OR edit an existing record page (that you have created earlier).
3. In the lightning record page builder, click the highlights panel and add an action “Refund Payment”
   
4. Click Save.

Global Action

In case you would like to initiate the refund payment from the global action, follow the steps below:

1. In Salesforce, navigate to Setup >> Global Actions >> Publisher Layouts
2. Edit the Global Layout and add the Refund Payment button to the section Salesforce Mobile and Lightning Experience Actions.
   
3. Click save.