Zumzum Financials Knowledge Base
Overview:
The Batch Sales Invoice Settings Custom Metadata Type in Zumzum Financials serves as a pivotal tool for administrators, enabling precise customisation of batch processing workflows within the Salesforce platform. This feature allows organisations to configure specific behaviours and parameters tailored to their operational needs.
Administrators can seamlessly enable or disable the Batch Sales Invoice feature based on business requirements, optimising efficiency during peak periods or specific business processes. Key customisable settings include defining batch sizes to balance workload and system resources, scheduling intervals for optimal processing times, and configuring error-handling mechanisms for seamless operations.
Integration points can also be established with other Salesforce modules or external systems, ensuring consistent data exchange and enhancing overall operational efficiency. Once configurations are finalized in a sandbox environment, they can be efficiently deployed across production instances using Salesforce change sets, ensuring consistency and minimising manual setup efforts. This customisation capability empowers organisations to streamline invoice processing, improve accuracy, and align financial workflows with strategic business objectives effectively within Zumzum Financials.
You are able to configure the behaviour of certain features of Zumzum financials with your own settings in the Custom Metadata Types in Salesforce setup. Once configured in your sandbox, you are also able to deploy these configuration settings using change sets.
Use the below settings to enable, disable and configure features for the Batch Sales Invoice feature in Zumzum Financials.
Batch Sales Invoice Settings Custom Metadata Type
Set the “Organization-Wide Email Address” for the Batch Sales Invoice Email Process: Let every organisation set their own outbound email “From” address and “From” name. These settings are used when using the Batch Sales Invoice Screen in Zumzum Financials.
| Field | Description | Default Value |
|---|---|---|
| Organisation Wide Email Address | Add and verify an “Organization Wide Email Address” in Salesforce before adding to this field. | Blank |
The Batch Sales Invoice Settings Custom Metadata Type empowers administrators to configure and optimise batch processing of sales invoices within Zumzum Financials. By leveraging these customisation capabilities, organisations can enhance efficiency, improve data accuracy, and align financial workflows with business objectives effectively.