Open Credit Memo

LFS version: requires Limio for Salesforce v12.59 or later

Limio version requirement: requires Limio v100 or later

Overview: this initiative aims to give customer service agents the ability to define an amount for the selected credit memo providing more flexibility and moving beyond only specifying item quantity linked to a fixed credit memo amount. 

To manage the new flow we introduce a new attribute on the Limio Add-On template - adjustable_field__limio - which will identify which field can be modified for each add-on. This field can be set to one of the two values: Quantity or Credit Memo Amount.

In Limio for Salesforce Credit Memo flow, a new column is rendered in the credit memos table showing the adjustable field of each credit memo item:

After selecting a credit memo, the relevant column - quantity or credit amount - will be shown based on the adjustable field for the selected credit memo. Either of the two is editable.
By default, the system will use the total from the Zuora preview as the starting value for the credit amount. It is important to note that the entered credit amount cannot be less than 1.

Order Summary component will reflect the updated Credit Amount and after submitting the order, it will pass it through Limio to Zuora.

Related articles:

1. Manage Subscriptions subflow: Credit Memo