Zumzum Financials Knowledge Base
Overview
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 Account object in Zumzum Financials.
Account Settings
See below for Account Settings Custom Metadata Type.
Account Settings Custom Metadata Type
| Field | Description | Default Value |
|---|---|---|
| Credit Hold for Over Credit Limit | Automatically check or uncheck the account On Hold field, if the Account Total Balance is equal to or greater than the Credit Limit. | Unchecked |
| Credit Hold for Overdue Invoices | Automatically check or uncheck the account On Hold field if the Sales Invoice Paid is Y/N. | Unchecked |
| Disable Account Number Uniqueness Check | When this is selected, the Account Code unique check is disabled. | Unchecked |
| Zumzum Accounting Customer Field | Enter the field which is checked to see if the Account is a Customer. Enter the API name of the field you wish to use | Type |
| Zumzum Accounting Customer Value | The field values that will be used by Zumzum Financials to check if the Account is a “Customer”. Separate multiple values with a comma | Customer |
