Balance Settings
Some aspects of 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.
Disable actual period validation
Use the following custom setting to control the validation that prevents users from modifying the actual period values on the budgets and balances page. You might want to disable this validation if you have encountered, or expect to encounter, errors while importing a large volume of data to this custom object.
Field | When selected: |
---|---|
Disable Actual Period Validation | Indicates that you want to disable the default validation on these fields. |
Adjust the batch size of the Balance Update processes
Use the following custom settings to adjust the batch size of the two Balance Update modes.
Key: Mode 1 – Budgets and Balances are live data; Mode 2 – Reporting Balances are live data
Field | Mode | Description |
---|---|---|
Reporting Balance Update Batch Size | 1 | The batch size for full or incremental synchronization. Specify an appropriate number of Budget and Balance records to process in each batch job. The default is 200 records. |
2 | The batch size for rebuild balances. Specify an appropriate number of Budget and Balance records to process in each batch job. The default is 200 records. | |
Balance Update Batch Size | 1 | The batch size for rebuild balances. Specify an appropriate number of Reporting Balance records to process in each batch job. The default is 150 records. |
2 | The batch size for full or incremental synchronization. Specify an appropriate number of Reporting Balance records to process in each batch job. The default is 150 records. |
Adjust the update threshold of the Balance Update process
Use the following custom settings to adjust the number of balance records above which the two Balance Update processes become a batch job instead of an online one.
Key: Mode 1 – Budgets and Balances are live data; Mode 2 – Reporting Balances are live data
Field | Mode | Description |
---|---|---|
Reporting Balance Update Threshold | 1 | Specify an appropriate number of Budget and Balance records for this threshold. The default is 150 records. |
Balance Update Threshold | 2 | Specify an appropriate number of Reporting Balance records for this threshold. The default is 150 records. |
Ignore zero values when populating or synchronizing reporting balances
Use the following custom setting to control the treatment of zero values when creating reporting balances from budget and balance records.
Key: Mode 1 – Budgets and Balances are live data; Mode 2 – Reporting Balances are live data
Field | Mode | Description |
---|---|---|
Exclude Zero Balances | 1 | Indicates that you want to ignore zero values in certain circumstances when creating reporting balances from budget and balance records. |
2 | This setting has no effect in Mode 2. |