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 Purchase Invoice module in Zumzum Financials.
Purchase Invoice Settings
See below for Purchase Invoice Settings Custom Metadata Type.
| 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 |
