Pre-installation Steps
Prior to installing Cloud Plus you must enable Product Schedules.
- From the main Salesforce window select Setup.
- App Setup > Customize > Products > Schedule Setup
- select "Scheduling Enabled" for Quantity & Revenue Schedules(not necessary to select for all products)
There are no pre-installation steps for Cloud T&E or the Opportunity Workbench.
Post-installation Steps
The following are post installation steps. As part of your subscription, you may elect to have Accorto assist you in the completion of these tasks. You must be logged in with a System Administrator user to complete these steps. Detailed step by step instructions can be accessed in the appropriate links or from the Help menu directly.
Required Steps
The following actions are required to complete your installation of Accorto Cloud T&E.
Add Payment Term to Account Page Layout
- This is required only if Cloud Billing is being used
Optional Steps
The following actions are optional.
To allow access to sample Chart of Accounts from Google docs
- Define Remote Site http://spreadsheets.google.com
To allow users to create or update T&E Items via email
- Define Email Service using Apex Class of TEItemEmailHandler.
To enable Customer approval of T&E Reports via email
- Define Email Service using Apex Class of TEReportCustomer
Page Layout changes
To allow Customer Approvals
- Add the customer approval button to the T&E Report Page Layout.
To allow self approval of T&E Reports:
- Add the Approve Now button to the page layout.
- If specific users should be allowed to self approve, define a new page layout with the Approve Now button for their access or it can be defined in the approval process described below.
To allow creation of T&E Items from Cases, Activities and Tasks:
- Add the fields T&E Hours and T&E Amount to the appropriate page layouts.
- Add Button Create T&E Item to the appropriate page layouts
If multi currency add currency button to T&E Report page layout
Approval Process
To allow enable approval of T&E reports you must define the Approval process. The following are some suggested guidelines
- No entry criteria is required.
- Approval Assignment Email template is T&E Report Approval Request
- All Actions required have been defined.
Initial Submission
- Field Update – T&E Report Submitted
Approval Steps
- Criteria T&E Report Items not equal 0, else Reject
Approval Actions
- Email Alert – T&E Report Updated
- Field Update – T&E Management Approved
Rejection Actions
- Task – T&E Report Rejected
- Email Alert – T&E Report Updated
Final Approval Actions
- Field Update – T&E Report Approved
Final Rejection Actions
- Field Update – T&E Report NotApproved
Recall Actions
Field Update – T&E Report NotApproved
Note: the field update of T&E Report Management Approved allows the definition of two different approval steps (e.g. Manager and Accounting). To enable this, change the criteria of the management approval to Criteria met, else approve : “Management Approved = “”. This field is the timestamp of the management approval and is null if that has not occurred.
Overdue Alerts
To allow enable the generation of Alerts if a T&E report is overdue define actions for the following workflow rules. Note you must have defined T&E Report frequency in at least 1 financial organization for the alerts to be triggered.
Overdue T&E Item
- Add Time Trigger
- Add Time Dependant Workflow Actions : Select Existing Action or create a new one.
Overdue T&E Report
- Add Time Trigger
- Add Time Dependant Workflow Actions : Select Existing Action or create a new one.