Solution 1

VERIFICATION FIELD

• Navigate to Setup->Object Manager ->Payment Installment ->Field and Relationship -> New (Upper Right Button)
• Select the Picklist Field, Field Name:”Verify Payment”, Enter the Following Values: Not Verified, Payment Verified, Payment Not Seen, Select Check-box “Display values Alphabetically, In the order Entered”
• Make it Available to only the “Finance Officer” and “Finance Manager” Profile.
• Make available to all Page layout, Click on the Save button.

APPROVAL PROCESS

• Navigate to Setup->Approval Process-> Select drop-down “Manage Approval Process for”
• Select “Payment Installment”, Click “Create New Approval Process”  select “Use Jump Start Wizard”
• Name “Payment Approval”, Unique Name “Payment_Approval”, Check the Box “Add the Submit for Approval button and Approval History related list to all Payment Instalment page layout”
• Specify Criteria;

1. Use this approval process if the following: “Criteria Are Met”
2. Field= “Payment Installment:Payment Amount”, Operator=”Greater Than”, Value=“0”

5) Select Approver: Select “Let the submitter choose the approver manually”.

• Click on the “View Approval Process Details” Button
• Navigate to Initial Submission, Select Add New button
• Name; “Approval Default Status”, Unique name: “Approval_Default_Status”,
• Select Field to update: “Verify Payment”, Specify New Field Value: A Specific Value”Not Verified”, Click on Save.
• Final Approval Submission: Name: “Approve Payment”, Unique Name:”Approve_Payment”. Field to Update: “Verify Payment”, Specify New Field Value:”Payment Verified”, Click on Save.
• Click on Activate in the main Approval page.
• Only the Finance Officer and Finance Manager can view the “Verify Payment” Picklist so if a new Payment installment drops the the Finance Manager “Submits For Approval” to any Available Finance Officer who verifies/validates payment before approving Instalment.

SOLUTION 2

1) Navigate to Setup-> Object Manager -> Opportunity -> Field and Relationships -> “

Total Actual Payment”

• Click on Edit, Under Filter Criteria change option to “Only records meeting certain criteria should be included in the calculation”.
• Field= Payment Verified, Operator = “Equals”, Value =”Verified”
• Click on Save.