Zumzum Financials Knowledge Base
Overview:
You can configure the behaviour of various features in Zumzum Financials using your own settings within the Custom Metadata Types in Salesforce setup. Once you’ve configured these settings in your sandbox environment, you can easily deploy them to your production environment using change sets. Here’s a Salesforce help article on Custom Metadata Types and configuration management.
The setting below allow you to enable, disable, and customise features for the Purchase Invoice module in Zumzum Financials, ensuring that the module operates according to your specific business requirements.
Purchase Invoice Settings
See below for detailed configurations available in the Purchase Invoice Settings Custom Metadata Type. These settings provide flexibility and control over how the Purchase Invoice module functions, allowing for tailored workflows and enhanced efficiency.
| Field | Description | Default Value |
|---|---|---|
| Checkbox field “External Reference Unique” | Select to make this field unique and set your preference with “External Reference Unique Check Type” | Unticked |
| Picklist “External Reference Unique Check Type” = Account, Company, Organisation | If External Reference Unique Check is ticked, then select a type
Account = External Reference must be unique for this Account only. Company = External Reference must be unique for this company only. Organisation = External Reference must be unique across all companies. |
Organisation |
By utilising the purchase invoice settings, you gain the ability to streamline your invoicing processes, reduce manual intervention, and improve overall accuracy. Custom Metadata Types in Salesforce provide a robust framework for managing configurations, making it easy to replicate and deploy changes across different environments. This ensures consistency and reliability in your financial operations.
Moreover, deploying these settings using change sets allows for seamless transitions between development, testing, and production environments. This approach minimises risks associated with manual updates and ensures that your configurations are thoroughly tested before going live. The flexibility offered by Custom Metadata Types means you can quickly adapt to changing business requirements without extensive redevelopment.
In summary, configuring the Purchase Invoice Settings in Zumzum Financials using Salesforce’s Custom Metadata Types empowers your organisation to maintain precise control over your financial processes. This customisation capability enhances efficiency and supports scalability, enabling your financial operations to grow and evolve alongside your business. By leveraging these powerful tools, you can ensure that your purchase invoice management is both effective and adaptable, providing a solid foundation for your financial success.