Problem
Customer reported that the Gross Invoicing checkbox (KaptioTravel__GrossInvoicing__c) was not being automatically checked when new Travel Agency accounts were created. They believed this used to work automatically.
What We Found
The KaptioTravel__GrossInvoicing__c field defaults to FALSE out of the box in Kaptio core - it is never automatically set to TRUE by Kaptio. Any automatic setting of this field must be done via custom automation (Process Builder, Flow, or Apex trigger) in the customer’s org. In this case, the customer’s previous automation had stopped working.
Solution
- Confirm that KaptioTravel__GrossInvoicing__c is a managed field that defaults to false - this cannot be changed
- Check the customer’s org for existing automations (Flows, Process Builders, Apex triggers) that should be setting this field
- Look for deactivated Process Builders or Flows that may have previously handled this
- If no automation exists, advise customer to create one: a Flow or Apex trigger that sets KaptioTravel__GrossInvoicing__c = true when Account is created AND Travel Agent checkbox is true
- Customer implemented fix by adding logic to their existing Apex trigger to set the field
Notes
- Kaptio core does NOT automatically set GrossInvoicing - this must always be handled by customer automation
- The customer had an existing Apex trigger that was updated to include the GrossInvoicing logic
- A deactivated Process Builder from 2023 was found but confirmed to not have updated this field
- This is a recurring question that multiple customers have asked about
Warnings
⚠️ Cannot change the default value of KaptioTravel__GrossInvoicing__c because it is a managed package field ⚠️ When checking for broken automations, look in Flows, Process Builders (including deactivated ones), and Apex triggers
Source: KHELP-12194