Sales Credit Note Line Volumes

You can process sales credit notes with up to 9,980 lines using Lightning Experience.

Warning:
The maximum supported number of sales credit note lines depends on the other FinancialForce Accounting features enabled in your org and on their complexity. For example:
  • Intercompany Accounts or Intercompany Accounts Receivable (A/R).
  • A local chart of accounts structure.
  • Avalara AvaTax external tax calculation.
  • The Primary (Live) Update balance type. To achieve higher document line volumes, use the Primary (On Demand) Update Balance type. For more information, see About Balance Update.
  • Any custom processes or integrations related to the sales credit notes in the org.
  • Note that Salesforce limits the number of lines processed in a single operation to 10,000.

Additionally, you can use Datastream to bulk-load sales credit notes with up to 9,980 lines from a spreadsheet. For more information about Datastream, seeDatastream Overview.

This table shows the achievable number of sales credit note lines, depending on their type and the additional features enabled.

Number of Lines on Sales Credit Notes for Common Scenarios

Note:
The achievable number of lines may vary depending on your org's configuration and the factors mentioned above.

 

Sales Credit Note Scenario

Create/Save

Post

Post And Match

Discard

Amend
   
  • Using Lightning Experience
  • Using API
  • Using Datastream
 Synchronous Asynchronous Synchronous Asynchronous Synchronous Synchronous Asynchronous
  • Using Lightning Experience
  • Using API
  • Using Background Posting Scheduler
  • Using API

Using Lightning Experience

Using Background Posting Scheduler

  • Using Lightning Experience
  • Using API
  • Using Lightning Experience
  • Using API
 Using API
With FinancialForce Accounting Tax
and On Demand Reporting Balance Update

9980

(Controlled by
Sales Credit Note Batch Line Limit)

 1000

(Controlled by
Sales Credit Note Lines Threshold)		 9980 1000 9980 9980 1500 4500
With FinancialForce Accounting Tax and Live Reporting Balance Update 9000 1000 9000 1000 9000 9000 1500 4500
With Local General Ledger Account (GLA) 4990 1000 4990 1000 4990 4990 1500 4500
With Avalara AvaTax Tax Calculation Record Full
Tax Details
is Disabled 		4900 N/A 4900 N/A 4900 4900 1500 4500
Record Full Tax Details
is Enabled (2 Tax Codes Returned) 		1990 N/A 1990 N/A 1990 1990 1500 1990
For Intercompany Account with AutoProcess and AutoPost Enabled With Intercompany Tax

1500

(Controlled by
Intercompany SCR Batch Line Limit)

 800

(Controlled by
Intercompany SCR Lines Threshold) 		1500 1000 1500 1500 1500 1500
Without Intercompany Tax

1500

(Controlled by
Intercompany SCR Batch Line Limit)

800

(Controlled by
Intercompany SCR Lines Threshold)

 1500 800 1500 1500 1500 1500
For Intercompany Accounts Receivable (A/R) with AutoProcess and AutoPost Enabled With FinancialForce Accounting Tax

2400

(Controlled by
Intercompany A/R SCR Batch Line Limit)

 800

(Controlled by
Intercompany A/R SCR Lines Threshold)		 2400 800 2400 2400 1500 2400
Without FinancialForce Accounting Tax

2400

(Controlled by
Intercompany A/R SCR Batch Line Limit)

 800

(Controlled by
Intercompany A/R SCR Lines Threshold)		 2400 800 2400 2400 1500 2400

 

Notes:
  • Synchronous posting occurs when you post an "In Progress" sales credit note immediately using the Post button. For more information about synchronous posting, see the SCR lines threshold field descriptions in Accounting Settings.
  • Asynchronous posting occurs when you use the Background Posting Scheduler to post sales credit notes with the following statuses:
    • Ready to Post
    • Ready to Post and Match

    • For more information about the Background Posting Scheduler, see About the Background Posting Scheduler.