Setting up Localization

Note: If you have Chatter feeds enabled in your org, you may need to enable feed tracking on the Company object. For more information, see "Feed Tracking" in the Salesforce Help.

Before using this functionality you must complete these steps:

Key: Y – You must do this; N – Not Mandatory; N/A - Not Applicable

Step

 Localization Steps

Austria

Belgium

 France

Germany

Netherlands

Norway

 Spain

Sweden
1.

Enabling Localization in Feature Console

The features vary based on the country localization is being enabled for.

Y Y Y Y Y Y Y Y
2. Enabling Audit File Functionality Y Y Y Y Y Y Y Y
3. Selecting Localization at Company Level Y Y Y Y Y Y Y Y
4. Loading Chart of Accounts and Mappings with Datastream

This is only required if you do not have an existing chart of accounts or mappings.

Country specific samples available for France and Spain. For all other countries use the generic sample.

For more information, see FinancialForce Datastream in Community.
5.

Enabling the Currency Exchange Gains and Losses Feature

This is only required if mandated by your country.

 N/A N/A Y N/A N/A N/A Y N/A
6. Tracking for JET File N/A N/A Y N/A N/A N/A N/A N/A

Step

 Audit File Steps

Austria

Belgium

 France

Germany

Netherlands

Norway

 Spain

Sweden
1. Creating Mapping N Y N N N Y N N
2.

Run or Schedule Generate Sequences Job

N N Y N N N N N

Special Requirements for Germany and Sweden

In order to be able to include fixed assets data in the audit file, the following must be ensured for these countries, in this order:

  1. Install Financial Asset Management.
  2. Set up Financial Asset Management to Accounting Integration. For more information, see Setting up Fixed Asset Management to Accounting Journals.
  3. Ensure you have the FinancialForce Consultant Tools package installed and you update the Bundle Tool. This is done by the Onboarding Team. Submit a case to the Onboarding Team via FinancialForce Community.
  4. Assign the Fixed Asset Management - Business Analytics Read Access permission set to the Analytics Cloud Integration User.
  5. Assign a Fixed Asset Management license to the Analytics Cloud Integration User.
  6. In the wizard questions in Business Analytics, you must answer Yes to question 12 (Do you want to import Fixed Asset Management data?).