Overview:

This setting will disable the method in the account trigger, which triggers a validation message to require an “Account Number” when the user selects an account type of Customer or Supplier.

When selecting the Type on an account of either Customer Or Supplier, Zumzum Financials will require that a value is entered into the Account Number field before inserting or updating a record.

In certain use cases, you may decide to you wish to disable this capability to support your business processes.

This capability should be tested in your Sandbox before repeating in your production system.

Follow these steps to disable this system control:

Deactivate “AccttType” Validation Rule

Follow these steps to deactivate this validation rule:

1. Go to Setup and Object Manager
2. Find the Account object
3. Select Validation Rules
4. Click on the rule name AccttType to view the rule details
5. Click Edit and then untick Active
6. Finally click Save to commit your changes

Disable Account Number Enforced Checks

Here are the steps on how to change this:

1. Go to Setup
2. In the Quick Find box search for Custom Metadata Types.
3. In the list of metadata records find the Account Settings
4. Click  Manage Records next to the Account Settings record
5. Click Edit for Account Settings.
6. Check the Disable Account Number Enforced field, disable by selecting the check box.
7. Click Save.

Find more articles about managing your customer’s processes in Zumzum Financials here and visit the Salesforce help article link related to managing and configuring validation rules and custom metadata types.

Disabling the validation rule for requiring an Account Number when selecting Customer or Supplier types in Zumzum Financials allows for more flexibility in specific business processes. To achieve this, you need to deactivate the “AccttType” validation rule and disable the Account Number Enforced Checks in the Custom Metadata Types settings. Always ensure to test these changes in your sandbox environment before applying them to your production system to avoid any disruptions in your business operations.