From Spring 2022 you can now make Outbound Payments to vendors using Asperato. This functionality introduced record types to the Asperato Payment and Authorisation objects to differentiate between Outbound Payments and Inbound Collections.
If you only use the Inbound Collections functionality from Asperato, you may wish to hide any references to the Outbound Payment record types.
There are two steps to complete, amending your Profile settings to remove any access to the Outbound Payment Record Types on the Payment & Authorisation objects, and then making the record types inactive.
To do this:
1) In Setup, go to Profiles > select the relevant Profile > Object Settings > and select "Asperato Authorisation"
- Select the "Edit" button, and change the "Assigned Record Types" and "Default Record Type" to "Inbound" only:
2) Repeat for the Payment object:
- Go to Setup > Profiles > Select the relevant Profile > Object Settings > and select "Asperato Payments"
- Select the "Edit" button, and change the "Assigned Record Types" and "Default Record Type" to "Inbound" only.
3) In Setup, go to Object Manager > Asperato Authorisation > Record Types
- You'll see two options listed for "Inbound" and "Outbound".
- Select the drop down arrow next to "Outbound" and select "Edit".
- In the Edit screen, uncheck the "Active" field and Save:
4) Repeat for the Payment object:
- In Setup, go to Object Manager > Asperato Payment > Record Types
- You'll see two options listed for "Inbound" and "Outbound".
- Select the drop down arrow next to "Outbound" and select "Edit".
- In the Edit screen, uncheck the "Active" field and Save:
This should mean when you select to create a new Payment or Authorisation, you're automatically taken to the Inbound Record Type and Page Layout.