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CashBox (Premium) Release Notes 14.2

CashBox (Premium) Release Notes 14.2

Bug Fixes

Test Classes Fix

Certain test classes failed when CashBox Premium tests were independently run after an upgrade to 14.0+. The following table lists the categories of failures and its descriptions. With this release, all CashBox test classes pass. The failure of these test classes had no impact on the normal functionality of the CashBox Premium app.

Reason Description

Product Currency Defaulting

Opportunity triggers, we were defaulting to Product Currency. If one is not populated, it will now bypass the requirement.
Non-CashBox Opportunity will not be subject to Product Currency requirement.

Tickets: SFDC-131

Currency ISO code in multi currency Salesforce orgs

On Create Purchase, CashBox code now references currencyISOcode instead of cashbox__currencyISOcode. This fix allows creating a purchase in a multi currency org.

Tickets: SFDC-128

 

Enhancements

Ability to disarm triggers

With this release, we’ve added the ability to disarm CashBox (Premium) triggers via custom settings at: Custom Settings > CashBox Triggers.

In addition, the all Opportunity triggers now only fire if the opportunity record type is AutoBill, One- Time, or any custom record type that is mapped to one of the CashBox record types. This way, if you have opportunity record type that have no relation to CashBox, they will not be subject to CashBox opportunity triggers.

Trigger Name

OpportunityAfterTrigger

OpportunityBeforeTrigger

OpportunityProductBeforeTrigger

TierPriceAfterTrigger

TierPriceBeforeTrigger

Tickets: SFDC-129, SFDC-130

New controls for default opportunity record type on modify Purchase

When modifying a purchase in Salesforce, if an existing opportunity is linked to the purchase, its record type will be setting the new opportunity for the change order. If there is now opportunity linked to the purchase (ex. It was created directly in CashBox), there is now a custom settings at:

Setup > Custom Settings > CashBox Opportunity Settings > DEFAULT_RECORD_TYPE

Where you can set the ID of a opportunity record type, CashBox or Custom one to be used for any Change Order opportunity. In addition, on the sale custom setting, you will find a flag Force Default Record Type that will take the id of your default record type and use it on a Modify Purchase Opportunity regardless if a previous opportunity existed.

This allows high controls of opportunity record type for Modify Purchase. 

Default Record Type

Force

Opp exists on Purchase

Opportunity Record Type on Modify Purchase

-

-

Yes

Previous Opportunity Record Type on the Purchase

-

-

No

AutoBill Record Type

012d0000000gLoX

-

Yes

Previous Opportunity Record Type on the Purchase

012d0000000gLoX

-

No

012d0000000gLoX – from default Record Type on Custom Settings

012d0000000gLoX

True

Yes

012d0000000gLoX – from default Record Type on Custom Settings

012d0000000gLoX

True

No

012d0000000gLoX – from default Record Type on

 

Tickets: SFDC-133

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