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          Add a Quick Action Button for Resolving Disbursements

          Add a Quick Action Button for Resolving Disbursements

          Add a button to make it easy to resolve disbursements. In Sample Inventory Management, you can get samples disbursements first, and address the unresolved disbursement records later. This scenario arises when a user hasn't acknowledged the samples they're received, and so they’re in possession of the quantity required to make a disbursement, but the system count shows otherwise. Sample Inventory Management enables users to perform the disbursement, but the Product Disbursement record is created with a warning and the system temporarily pauses the update of the Product Batch Item’s Remaining Quantity and Product Item’s Quantity On Hand fields. The user must acknowledge the received inventory and resolve the disbursement.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
          User Permissions Needed
          To add quick action buttons: Life Sciences Commercial Admin permission set
          1. Create an action button.
            1. From the object management settings for Product Disbursement, go to Buttons, Links, and Actions.
            2. Click New Action.
            3. For Action Type, select Lightning Component.
            4. For Lightning Component, select Isc4ce:ResolveProductDisbursementRecordAction.
            5. Enter a label, for example, Resolve Disbursement.
              The name is automatically populated.
            6. Save your changes.
          2. Add the button to the page layout.
            1. From the object management settings for Product Disbursement, go to Page Layout.
            2. Click Product Disbursement Layout.
            3. In the Page Layout editor, go to Mobile & Lightning Actions.
            4. Move the button to the Salesforce Mobile and Lightning Experience Actions section.
            5. Save your changes.
            The button appears on the Product Disbursement page’s highlights panel.
           
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          Salesforce Help | Article