Custom Settings

Many of the configurable options in FinancialForce Foundations are set in Salesforce custom settings. These custom settings are available on your organization. From Setup click Develop | Custom settings. You must be signed in with system administrator permissions to change these settings.

Key: A – Custom setting is part of FinancialForce Human Capital Management; B – Custom setting is part of FinancialForce Professional Services Automation; C – Custom setting is part of FinancialForce Accounting. See the Help for the relevant application for more information.

Summary of Custom Settings
Custom Setting   Description
FDN Background Processing Settings   Contains settings that enable you to change the behavior of batch processes in FinancialForce Foundations.
Billing Document Posting Settings C Contains the settings that determine the behavior of the integration that posts complete FinancialForce Billing Central billing documents to FinancialForce Accounting transactions.
FDN Messaging Settings   Contains settings that enable you to change the messaging behavior of FinancialForce Foundations.
FDN Common Object Settings   Contains the settings that determine the behavior of common objects or functionality affected by common objects.
FDN HCM Messaging Settings A Contains settings that enable you to change Foundations messaging behavior in FinancialForce Human Capital Management.
Foundations PSA Messaging Settings B Contains Settings that enable you to change Foundations messaging behavior in FinancialForce Professional Services Automation.
FDN Currency and Exchange Rate Settings  

Contains settings that affect Foundations currency and exchange rate functionality.

We recommend that you manage these settings from the Exchange Rate Updates tab.

Update Exchange Rates - Currencies Settings  

Contains the currency ISO codes that the Update Exchange Rates scheduled job creates rates for. If no records exist, the scheduled job updates all currencies.

We recommend that you manage these settings from the Exchange Rate Updates tab.

Update Exchange Rates - Groups Settings  

Contains the exchange rate groups that the Update Exchange Rates scheduled job creates rates for. If no records exist, the scheduled job updates all groups.

We recommend that you manage these settings from the Exchange Rate Updates tab.

Update Exchange Rates - Rate Types Settings  

Contains the exchange rate types that the Update Exchange Rates scheduled job creates rates for. If no records exist, the scheduled job only updates the default rate type, which is defined on the Exchange Rate Type picklist on Exchange Rate Entry.

We recommend that you manage these settings from the Exchange Rate Updates tab.