Some aspects of FinancialForce Accounting are controlled by custom settings. From Setup, click Develop | Custom Settings. You must be signed in with System Administrator permissions to perform these tasks. See the Salesforce Help for information on how to maintain custom settings.
Adjust the transaction retrieval threshold
During the Retrieve stage of Payments, the user defines payment criteria, in one of two ways, and then clicks Retrieve Accounts.
What happens at this point depends on many factors, including the following:
- The number of accounts retrieved
- The number of transactions retrieved
- The number of analysis dimensions and discounts on the retrieved transactions
If the number of transactions is 64 or below (the default threshold), the retrieval process runs immediately. This is called the online method. If the number of transactions is over this threshold, the process runs asynchronously. An asynchronous process is one that executes independently, allowing the main program to continue processing.
If the default threshold is set too high for your data, the retrieval will fail. If this happens, you must reduce the number of transactions retrieved online by using a custom setting. This custom setting can be set at both organization and profile level. See the Salesforce Help for more information on custom settings.
You should only increase the threshold from its default if your data is very light (no analysis dimensions or discounts and single currency).
| Field | Description |
|---|---|
| Maximum Transactions Retrieve Online | Specify the maximum number of transactions to retrieve using the online method. The recommended range for this threshold is between 50 and 110 transactions. Over this threshold the process runs asynchronously. |
Adjust the batch size
During the Save and Post stage of Payments, a batch size of 70 transactions is normally used. The optimum size depends on the complexity of your data. If you are advised by FinancialForce to adjust this, you can change the batch size here.
| Field | Description |
|---|---|
| Transaction Lines Per Batch | Specify the number of transaction lines in a batch. |