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.
This custom setting is protected. Contact Customer Support to adjust.
Payment Selection Limits
| Field | Description |
|---|---|
| Payment Selection Retrieved Limit | The maximum number of lines that can be retrieved on the Payment Selection tab. If not set, defaults to 4000. |
Sales Document Line Limits
These fields control the maximum number of lines that can be attached to sales documents for posting asynchronously (by the Background Posting Scheduler).
| Field | Description |
|---|---|
| Sales Credit Note Batch Line Limit |
The maximum number of lines that can be attached to a sales credit note for posting asynchronously (by the Background Posting Scheduler). You cannot create a sales credit note with more lines than the number specified here. If not set, defaults to 1000. |
| Sales Invoice Batch Line Limit | The maximum number of lines that can be attached to a sales invoice for posting asynchronously (by the Background Posting Scheduler). You cannot create a sales invoice with more lines than the number specified here. If not set, defaults to 1000. |
Payable Document Line Limits
These fields control the maximum number of lines that can be attached to payable documents for posting asynchronously (by the Background Posting Scheduler).
| Field | Description |
|---|---|
| Payable Credit Note Batch Line Limit |
The maximum number of lines that can be attached to a payable credit note for posting asynchronously (by the Background Posting Scheduler). You cannot create a payable credit note with more lines than the number specified here. If not set, defaults to 1000. |
| Payable Invoice Batch Line Limit | The maximum number of lines that can be attached to a payable invoice for posting asynchronously (by the Background Posting Scheduler). You cannot create a payable invoice with more lines than the number specified here. If not set, defaults to 1000. |
Journal Line Limits
These fields control the maximum number of lines that can be attached to a journal of the specified type before it has to be posted asynchronously (by the Background Posting Scheduler). If you post a journal that exceeds the line limit set for its journal type here, its status is set to "Ready to Post" and it is batched up for posting by a scheduled job.
When entering journals through the user interface, you cannot create a journal with more lines that the number specified here for the relevant journal type except by using Extended Edition and the New Journal Line Item button (not the Manage Lines button). Typically high volumes are not entered through the user interface.
| Field | Description |
|---|---|
| Canceling Journal Line Limit | The maximum number of lines that can be attached to a canceling journal before the journal has to be posted asynchronously (by the Background Posting Scheduler). If not set, defaults to 250. |
| Cash Matching Journal Line Limit | The maximum number of lines that can be attached to a cash matching journal before the journal has to be posted asynchronously (by the Background Posting Scheduler). If not set, defaults to 250. |
| Income Journal Line Limit | The maximum number of lines that can be attached to an income schedule journal before the journal has to be posted asynchronously (by the Background Posting Scheduler). If not set, defaults to 250. |
| Intercompany Journal Line Limit | The maximum number of lines that can be attached to an intercompany journal before the journal has to be posted asynchronously (by the Background Posting Scheduler). If not set, defaults to 150. |
| Manual Journal Line Limit | The maximum number of lines that can be attached to a manual journal before the journal has to be posted asynchronously (by the Background Posting Scheduler). If not set, defaults to 250. |
| Reconciliation Journal Line Limit | The maximum number of lines that can be attached to a reconciliation journal before the journal has to be posted asynchronously (by the Background Posting Scheduler). If not set, defaults to 250. |
| Reversing Journal Line Limit | The maximum number of lines that can be attached to a reversing journal before the journal has to be posted asynchronously (by the Background Posting Scheduler). If not set, defaults to 250. |
Journal Batch Line Limits
These fields control the maximum number of lines that can be attached to a journal for posting asynchronously (by the Background Posting Scheduler). You cannot create a journal with more lines that the number specified here for the relevant journal type.
| Field | Description |
|---|---|
| Canceling Journal Batch Line Limit | The maximum number of lines that can be attached to a canceling journal for posting asynchronously (by the Background Posting Scheduler). You cannot create a canceling journal with more lines than the number specified here. If not set, defaults to 1000. |
| Cash Matching Journal Batch Line Limit | The maximum number of lines that can be attached to a cash matching journal for posting asynchronously (by the Background Posting Scheduler). You cannot create a cash matching journal with more lines than the number specified here. If not set, defaults to 1000. |
| Income Journal Batch Line Limit | The maximum number of lines that can be attached to an income schedule journal for posting asynchronously (by the Background Posting Scheduler). You cannot create an income schedule journal with more lines than the number specified here. If not set, defaults to 1000. |
| Intercompany Journal Batch Line Limit | The maximum number of lines that can be attached to an intercompany journal for posting asynchronously (by the Background Posting Scheduler). You cannot create an intercompany journal with more lines than the number specified here. If not set, defaults to 600. |
| Manual Journal Batch Line Limit | The maximum number of lines that can be attached to a manual journal for posting asynchronously (by the Background Posting Scheduler). You cannot create a manual journal with more lines than the number specified here. If not set, defaults to 1000. |
| Reconciliation Journal Batch Line Limit | The maximum number of lines that can be attached to a reconciliation journal for posting asynchronously (by the Background Posting Scheduler). You cannot create a reconciliation journal with more lines than the number specified here. If not set, defaults to 1000. |
| Reversing Journal Batch Line Limit | The maximum number of lines that can be attached to a reversing journal for posting asynchronously (by the Background Posting Scheduler). You cannot create a reversing journal with more lines than the number specified here. If not set, defaults to 1000. |
Journal Document Batch Limit
This setting relates to journal documents, not journal lines.
| Field | Description |
|---|---|
| Cancel And Recurring Journals Batch Size | The maximum number of canceling or recurring journal documents per batch. Recurring journals are only created in batches if the total number of journal lines being created exceeds the Manual Journal Line Limit. |
Year End Volume Limits
Limitations on the number of records in a single batch mean these must be broken down for processing.
| Field | Description |
|---|---|
| Year End BS Batch Size | Sets the maximum number of records to process in each batch during the balance sheet phase of a year end process. The default is 500. |
| Year End Lines Retrieved Limit | Sets the maximum number of lines retrieved at a time during the year end process. The default is 50 million. |
| Year End P&L Batch Size | Sets the maximum number of records to process in each batch during the profit and loss phase of a year-end process. The default is 500. |
| Year End Post Batch Size | Sets the maximum number of lines to post as a batch. The default is 5. |
| Year End Reverse Journal Batch Size | Sets the maximum number of journals in the reverse journal process (to period 000 of the next year). The default is 1. We recommend you set this to 5. |
Allocation Transaction Volume Limits
These settings control the create and reverse allocation transaction processes.
| Field | Description |
|---|---|
| Allocation Transaction Line Items Limit | Sets the maximum number of lines (retrieve and split) on an allocation transaction. The default maximum for an allocation transaction is 1700 lines. |
| Allocation Transaction Batch Lines Limit | Sets the threshold over which the create or reverse allocation process becomes asynchronous (runs in batch). If not set, this defaults to 400 lines. |
Transaction Reconciliation Limits
| Field | Description |
|---|---|
| Reconciliation Line Limit Without Batch | Specify the maximum number of transaction lines that can run during the transaction reconciliation process without batch. Enter a value between 0 and 300. Values over 300 are changed to 300. |