Follow the steps depending on whether you use Accounting Seed’s Lightning page or a custom page, Optionally, you can add a line number to the ALM. 

Steps to add the ALM to your: 

• Accounting Seed Standard Payable Lightning page (out of the box) 

• Custom Payable Lightning page  

• Optional: add a line number to the ALM  

Accounting Seed standard Payable Lightning page 

Follow these steps to Activate the Advanced Line Manager (ALM) Payable Record Home setting. ALM will be available in the Payable screen to add Payable Lines. 

1. Open a Payable record. 

2. Click the Gear icon, then select Edit Page. 

3. Click the Pages tab, then select ALM Payable Record Home. 
    
    
    
    

4. Click the Activation button. 

5. Click Assign as Org Default. 

6. Click Save. 

7. (Optional) Display a line number in the ALM. 

Add the Lightning Components to your Custom Lightning Record page 

Follow these steps to add the Advanced Line Manager and the Related Documents carousel component to your custom Payable Lightning Record page.  

1. Note the column heading names in your current Payable Lines related list. 

2. Remove the old Payable Lines related list. 

3. Open a Payable record 

4. Edit the page to display the Lightning Record Page. 

5. Scroll to the Custom - Managed components on the left panel.  

6. Drag and drop the Advanced Line Manager component onto the page where you want it to be located.  

7. On the right panel, select/enter the following: 

1. 1. For Child Relationship, select AcctSeed__Account_Payable_Line__c.AcctSeed__Account_Payable__c (AcctSeed__Project_Account_Payable_Lines__r)

   2. or Column Fieldset, enter AcctSeed__Advanced_Line_Manager_Columns 
   3. For Drawer Fieldset, enter AcctSeed__Advanced_Line_Manager_Drawer. 

8. To add the Related Documents component, select File Preview Carousel in the left panel, then drag and drop it onto the Lightning Record Page where you want it to be located.   

9. In the right panel, change the Store File ID to Default File ID.  

10. Click Save. 

11. Activate the page, if necessary.  

12. Edit the Column and Drawer fieldsets to display the column heading names that were on your old Payable Lines related list.  

1. 1. Access the Object Manager | Payable Lines | Field Sets. 

   2. Select Advanced Line Manager Columns to select the fields in the order of importance when the drawer is collapsed.  

   3. Select the Advanced Line Manager Drawer field set to include any additional fields to be displayed when the drawer is expanded.  

13. Save changes to the field set(s). 

Add Line numbers to the ALM 

To add a line number to the ALM, complete the steps below. 

1. Display the Payable Line object. 

2. Click Fields & Relationships. 

3. Click New. 

4. Under the Data Type column, select the Number radio button. 

5. Click Next. 

6. Enter Line Order in the Field Label. 

7. Click Next twice. 

8. Click Save. 

9. Display a Payable. 

10. Click the Gear icon, then select Edit Page. 

11. Click the Payable Lines related list. 

12. Copy/paste AcctSeed__Line_Order__c into the Line Order textbox.  
     
    Note: Click here to view the above image in full screen.  
     

13. Click Save. 

14. Click Activate. 

15. Click Assign as Org Default.
    The Desktop radio button should be selected. 

16. Click Next. 

17. Click Save. 

18. Click Back (upper left of the screen). 

19. Refresh the Payable record.
    The line number is displayed for each line on the Payable record. 

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