Configure Flow for Exchanges with RMA

Exchanges with RMA support both EnsureFunds and EnsureRefunds. These variables must be configured properly in your org.

Required Editions

View supported editions.

The flows Create Invoice and Ensure Funds and the RMA Create Credit Memo and Ensure Refunds flows must be cloned in your org.

  1. From Setup, in the Quick Find box find and select Flows.
  2. Select your create invoice and ensure funds flow.
    Make sure you select your org’s cloned version of the flow, not the template version.
  3. Click the Set Ensure Funds Input Representation assignment, and set the variable isReservedBalanceAmountConsidered as equals true.
  4. Click Save.
  5. Select your RMA create credit memo and ensure refunds flow.
    Make sure you select your org’s cloned version of the flow, not the template version.
  6. Click the Ensure Refund assignment, and set the variable isReservedBalanceAmountConsidered as equals true.
  7. Click Save.